Plante Moran Financial Advisors’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 | $773K | Hold |
18,289
| – | – | 0.05% | 60 |
|
|
2025
Q1 | $754K | Buy |
18,289
+802
| +5% | +$33.1K | 0.06% | 54 |
|
|
2024
Q4 | $716K | Hold |
17,487
| – | – | 0.06% | 66 |
|
|
2024
Q3 | $729K | Hold |
17,487
| – | – | 0.06% | 60 |
|
|
2024
Q2 | $687K | Hold |
17,487
| – | – | 0.07% | 63 |
|
|
2024
Q1 | $715K | Hold |
17,487
| – | – | 0.08% | 62 |
|
|
2023
Q4 | $651K | Hold |
17,487
| – | – | 0.07% | 67 |
|
|
2023
Q3 | $595K | Hold |
17,487
| – | – | 0.07% | 65 |
|
|
2023
Q2 | $603K | Sell |
17,487
-1,515
| -8% | -$52.3K | 0.07% | 71 |
|
|
2023
Q1 | $636K | Hold |
19,002
| – | – | 0.09% | 65 |
|
|
2022
Q4 | $636K | Hold |
19,002
| – | – | 0.09% | 66 |
|
|
2022
Q3 | $563K | Hold |
19,002
| – | – | 0.1% | 69 |
|
|
2022
Q2 | $600K | Buy |
+19,002
| New | +$600K | 0.1% | 69 |
|