Perigon Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Perigon Wealth Management’s Portfolio DFUV Stock Details DFUV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$670K	Buy
2025 Q2	$575K	Buy
2025 Q1	$543K	Sell
2024 Q4	$1.45M	Buy
2024 Q3	$1.43M	Sell
2024 Q2	$1.34M	Buy
2024 Q1	$1.14M	Hold
2023 Q4	$1.04M	Buy
2023 Q3	$795K	Sell
2023 Q2	$1.02M	Buy