OWM
Orgel Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Hold |
6,283
| – | – | 0.01% | 78 |
|
|
2025
Q1 | $259K | Hold |
6,283
| – | – | 0.01% | 75 |
|
|
2024
Q4 | $257K | Hold |
6,283
| – | – | 0.01% | 77 |
|
|
2024
Q3 | $262K | Hold |
6,283
| – | – | 0.01% | 75 |
|
|
2024
Q2 | $247K | Hold |
6,283
| – | – | 0.01% | 71 |
|
|
2024
Q1 | $257K | Hold |
6,283
| – | – | 0.01% | 73 |
|
|
2023
Q4 | $234K | Hold |
6,283
| – | – | 0.01% | 78 |
|
|
2023
Q3 | $214K | Hold |
6,283
| – | – | 0.01% | 76 |
|
|
2023
Q2 | $217K | Hold |
6,283
| – | – | 0.01% | 71 |
|
|
2023
Q1 | $210K | Hold |
6,283
| – | – | 0.01% | 71 |
|
|
2022
Q4 | $210K | Buy |
+6,283
| New | +$210K | 0.01% | 74 |
|