PWM
PBMares 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 | $15.4M | Buy |
364,462
+4,343
| +1% | +$184K | 2.82% | 10 |
|
|
2025
Q1 | $14.8M | Sell |
360,119
-21,919
| -6% | -$903K | 2.97% | 10 |
|
|
2024
Q4 | $15.6M | Sell |
382,038
-2,200
| -0.6% | -$90K | 3.19% | 10 |
|
|
2024
Q3 | $16M | Buy |
384,238
+1,768
| +0.5% | +$73.7K | 3.35% | 10 |
|
|
2024
Q2 | $15M | Buy |
382,470
+1,881
| +0.5% | +$73.9K | 3.69% | 7 |
|
|
2024
Q1 | $15.6M | Sell |
380,589
-289
| -0.1% | -$11.8K | 4.05% | 5 |
|
|
2023
Q4 | $14.2M | Buy |
380,878
+3,909
| +1% | +$145K | 4.25% | 5 |
|
|
2023
Q3 | $12.8M | Buy |
376,969
+949
| +0.3% | +$32.3K | 4.62% | 4 |
|
|
2023
Q2 | $13M | Sell |
376,020
-5,942
| -2% | -$205K | 4.64% | 4 |
|
|
2023
Q1 | $12.8M | Sell |
381,962
-1,741
| -0.5% | -$58.3K | 4.75% | 4 |
|
|
2022
Q4 | $12.8M | Buy |
383,703
+80
| +0% | +$2.68K | 5.2% | 4 |
|
|
2022
Q3 | $11.4M | Buy |
383,623
+23,103
| +6% | +$684K | 4.95% | 4 |
|
|
2022
Q2 | $11.4M | Buy |
+360,520
| New | +$11.4M | 4.88% | 4 |
|