OLIO Financial Planning’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Buy |
5,844
+27
| +0.5% | +$1.14K | 0.08% | 59 |
|
|
2025
Q1 | $240K | Buy |
5,817
+23
| +0.4% | +$948 | 0.08% | 55 |
|
|
2024
Q4 | $237K | Buy |
5,794
+96
| +2% | +$3.93K | 0.08% | 57 |
|
|
2024
Q3 | $213K | Hold |
5,698
| – | – | 0.09% | 50 |
|
|
2024
Q2 | $213K | Hold |
5,698
| – | – | 0.09% | 50 |
|
|
2024
Q1 | $213K | Hold |
5,698
| – | – | 0.09% | 50 |
|
|
2023
Q4 | $213K | Buy |
+5,698
| New | +$213K | 0.09% | 50 |
|