Pasadena Private Wealth’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 | $342K | Hold |
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|
2025
Q2 | $324K | Hold |
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|
2025
Q1 | $315K | Hold |
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|
2024
Q4 | $313K | Hold |
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|
2024
Q3 | $319K | Hold |
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|
2024
Q2 | $301K | Hold |
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|
2024
Q1 | $313K | Hold |
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|
2023
Q4 | $285K | Hold |
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|
2023
Q3 | $260K | Hold |
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|
2023
Q2 | $264K | Hold |
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|
2023
Q1 | $256K | Buy |
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|
2022
Q4 | $255K | Buy |
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|
2022
Q3 | $225K | Buy |
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|
2022
Q2 | $239K | Buy |
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