Phillips Financial 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 | $998K | Buy |
23,616
+79
| +0.3% | +$3.34K | 0.07% | 108 |
|
|
2025
Q1 | $970K | Buy |
23,537
+67
| +0.3% | +$2.76K | 0.08% | 109 |
|
|
2024
Q4 | $960K | Buy |
23,470
+71
| +0.3% | +$2.91K | 0.08% | 105 |
|
|
2024
Q3 | $976K | Buy |
23,399
+71
| +0.3% | +$2.96K | 0.08% | 109 |
|
|
2024
Q2 | $916K | Buy |
23,328
+75
| +0.3% | +$2.95K | 0.08% | 110 |
|
|
2024
Q1 | $951K | Sell |
23,253
-141
| -0.6% | -$5.77K | 0.08% | 107 |
|
|
2023
Q4 | $871K | Buy |
23,394
+65
| +0.3% | +$2.42K | 0.08% | 107 |
|
|
2023
Q3 | $794K | Buy |
23,329
+84
| +0.4% | +$2.86K | 0.08% | 106 |
|
|
2023
Q2 | $802K | Buy |
23,245
+83
| +0.4% | +$2.86K | 0.07% | 106 |
|
|
2023
Q1 | $775K | Buy |
23,162
+75
| +0.3% | +$2.51K | 0.07% | 106 |
|
|
2022
Q4 | $773K | Sell |
23,087
-4,566
| -17% | -$153K | 0.08% | 98 |
|
|
2022
Q3 | $819K | Buy |
+27,653
| New | +$819K | 0.09% | 96 |
|