RAM Investment Partners’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 | $1.35M | Hold |
31,834
| – | – | 0.28% | 29 |
|
2025
Q1 | $1.31M | Sell |
31,834
-650
| -2% | -$26.8K | 0.32% | 26 |
|
2024
Q4 | $1.33M | Sell |
32,484
-1,523
| -4% | -$62.3K | 0.33% | 27 |
|
2024
Q3 | $1.42M | Hold |
34,007
| – | – | 0.37% | 22 |
|
2024
Q2 | $1.34M | Sell |
34,007
-300
| -0.9% | -$11.8K | 0.39% | 23 |
|
2024
Q1 | $1.4M | Sell |
34,307
-2,009
| -6% | -$82.2K | 0.44% | 20 |
|
2023
Q4 | $1.35M | Sell |
36,316
-6,255
| -15% | -$233K | 0.47% | 19 |
|
2023
Q3 | $1.45M | Sell |
42,571
-330
| -0.8% | -$11.2K | 0.61% | 17 |
|
2023
Q2 | $1.48M | Sell |
42,901
-1,683
| -4% | -$58.1K | 0.62% | 16 |
|
2023
Q1 | $1.49M | Sell |
44,584
-50
| -0.1% | -$1.67K | 0.8% | 15 |
|
2022
Q4 | $1.49M | Buy |
+44,634
| New | +$1.49M | 0.92% | 15 |
|