RWM
RKL 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Hold |
6,288
| – | – | 0.02% | 162 |
|
|
2025
Q1 | $259K | Hold |
6,288
| – | – | 0.02% | 161 |
|
|
2024
Q4 | $257K | Hold |
6,288
| – | – | 0.02% | 156 |
|
|
2024
Q3 | $262K | Hold |
6,288
| – | – | 0.02% | 140 |
|
|
2024
Q2 | $247K | Hold |
6,288
| – | – | 0.02% | 133 |
|
|
2024
Q1 | $257K | Hold |
6,288
| – | – | 0.03% | 129 |
|
|
2023
Q4 | $234K | Hold |
6,288
| – | – | 0.03% | 138 |
|
|
2023
Q3 | $214K | Hold |
6,288
| – | – | 0.03% | 122 |
|
|
2023
Q2 | $217K | Hold |
6,288
| – | – | 0.03% | 125 |
|
|
2023
Q1 | $211K | Hold |
6,288
| – | – | 0.03% | 128 |
|
|
2022
Q4 | $211K | Buy |
+6,288
| New | +$211K | 0.03% | 128 |
|