RWM
Revisor Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,029
| Closed | -$293K | – | 132 |
|
|
2024
Q3 | $293K | Hold |
7,029
| – | – | 0.18% | 130 |
|
|
2024
Q2 | $276K | Sell |
7,029
-17,207
| -71% | -$676K | 0.19% | 123 |
|
|
2024
Q1 | $947K | Buy |
24,236
+14,407
| +147% | +$563K | 0.43% | 49 |
|
|
2023
Q4 | $366K | Sell |
9,829
-8,348
| -46% | -$311K | 0.42% | 53 |
|
|
2023
Q3 | $618K | Buy |
18,177
+2,221
| +14% | +$75.6K | 0.53% | 41 |
|
|
2023
Q2 | $550K | Hold |
15,956
| – | – | 0.49% | 47 |
|
|
2023
Q1 | $534K | Buy |
+15,956
| New | +$534K | 0.49% | 48 |
|