Robertson Stephens 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 | $2.73M | Buy |
64,652
+363
| +0.6% | +$15.3K | 0.09% | 154 |
|
|
2025
Q1 | $2.65M | Buy |
64,289
+4
| +0% | +$165 | 0.09% | 163 |
|
|
2024
Q4 | $2.63M | Buy |
64,285
+6
| +0% | +$246 | 0.09% | 168 |
|
|
2024
Q3 | $2.68M | Sell |
64,279
-361
| -0.6% | -$15.1K | 0.1% | 165 |
|
|
2024
Q2 | $2.54M | Sell |
64,640
-370
| -0.6% | -$14.5K | 0.13% | 127 |
|
|
2024
Q1 | $2.66M | Sell |
65,010
-13,734
| -17% | -$562K | 0.14% | 122 |
|
|
2023
Q4 | $2.93M | Buy |
78,744
+7,518
| +11% | +$280K | 0.18% | 106 |
|
|
2023
Q3 | $2.42M | Buy |
71,226
+51,505
| +261% | +$1.75M | 0.16% | 129 |
|
|
2023
Q2 | $680K | Hold |
19,721
| – | – | 0.05% | 236 |
|
|
2023
Q1 | $660K | Hold |
19,721
| – | – | 0.05% | 257 |
|
|
2022
Q4 | $660K | Hold |
19,721
| – | – | 0.06% | 222 |
|
|
2022
Q3 | $583K | Hold |
19,721
| – | – | 0.06% | 202 |
|
|
2022
Q2 | $623K | Buy |
+19,721
| New | +$623K | 0.06% | 213 |
|