Oakworth Capital’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $568K | Sell |
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|
2025
Q2 | $542K | Buy |
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|
2025
Q1 | $395K | Buy |
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|
2024
Q4 | $262K | Hold |
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|
2024
Q3 | $267K | Sell |
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|
2024
Q2 | $262K | Buy |
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|
2024
Q1 | $262K | Sell |
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|
2023
Q4 | $455K | Hold |
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|
2023
Q3 | $416K | Hold |
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|
2023
Q2 | $421K | Hold |
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|
2023
Q1 | $409K | Buy |
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|
2022
Q4 | $215K | Hold |
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|
2022
Q3 | $190K | Hold |
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|
2022
Q2 | $203K | Buy |
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