Oxford Financial Group’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 | $606K | Hold |
14,330
| – | – | 0.04% | 118 |
|
|
2025
Q1 | $591K | Hold |
14,330
| – | – | 0.04% | 117 |
|
|
2024
Q4 | $586K | Hold |
14,330
| – | – | 0.04% | 125 |
|
|
2024
Q3 | $597K | Hold |
14,330
| – | – | 0.04% | 122 |
|
|
2024
Q2 | $563K | Hold |
14,330
| – | – | 0.04% | 138 |
|
|
2024
Q1 | $586K | Hold |
14,330
| – | – | 0.04% | 119 |
|
|
2023
Q4 | $533K | Hold |
14,330
| – | – | 0.04% | 131 |
|
|
2023
Q3 | $488K | Hold |
14,330
| – | – | 0.04% | 128 |
|
|
2023
Q2 | $494K | Hold |
14,330
| – | – | 0.05% | 138 |
|
|
2023
Q1 | $480K | Hold |
14,330
| – | – | 0.05% | 115 |
|
|
2022
Q4 | $480K | Hold |
14,330
| – | – | 0.06% | 116 |
|
|
2022
Q3 | $424K | Hold |
14,330
| – | – | 0.06% | 115 |
|
|
2022
Q2 | $453K | Buy |
+14,330
| New | +$453K | 0.07% | 111 |
|