Perigon Wealth Management’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 | $575K | Buy |
13,607
+430
| +3% | +$18.2K | 0.01% | 633 |
|
|
2025
Q1 | $543K | Sell |
13,177
-21,103
| -62% | -$870K | 0.01% | 619 |
|
|
2024
Q4 | $1.45M | Buy |
34,280
+90
| +0.3% | +$3.81K | 0.04% | 358 |
|
|
2024
Q3 | $1.43M | Sell |
34,190
-39
| -0.1% | -$1.63K | 0.04% | 345 |
|
|
2024
Q2 | $1.34M | Buy |
34,229
+6,418
| +23% | +$252K | 0.04% | 311 |
|
|
2024
Q1 | $1.14M | Hold |
27,811
| – | – | 0.03% | 348 |
|
|
2023
Q4 | $1.04M | Buy |
27,811
+4,435
| +19% | +$165K | 0.03% | 331 |
|
|
2023
Q3 | $795K | Sell |
23,376
-6,206
| -21% | -$211K | 0.03% | 349 |
|
|
2023
Q2 | $1.02M | Buy |
+29,582
| New | +$1.02M | 0.04% | 318 |
|