Private Trust Company’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 | $414K | Sell |
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|
2025
Q2 | $522K | Sell |
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|
2025
Q1 | $636K | Hold |
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|
2024
Q4 | $632K | Hold |
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|
2024
Q3 | $643K | Hold |
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|
2024
Q2 | $606K | Buy |
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|
2024
Q1 | $464K | Hold |
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|
2023
Q4 | $422K | Buy |
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|
2023
Q3 | $176K | Hold |
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|
2023
Q2 | $179K | Hold |
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|
2023
Q1 | $173K | Hold |
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|
2022
Q4 | $173K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $163K | Buy |
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