Phillips Financial Management’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 | $1.06M | Buy |
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|
2025
Q2 | $998K | Buy |
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|
2025
Q1 | $970K | Buy |
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|
2024
Q4 | $960K | Buy |
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|
2024
Q3 | $976K | Buy |
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|
2024
Q2 | $916K | Buy |
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|
2024
Q1 | $951K | Sell |
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|
2023
Q4 | $871K | Buy |
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|
2023
Q3 | $794K | Buy |
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|
2023
Q2 | $802K | Buy |
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|
2023
Q1 | $775K | Buy |
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|
2022
Q4 | $773K | Sell |
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|
2022
Q3 | $819K | Buy |
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