Rockwood Wealth Management’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 | $342K | Sell |
8,079
-2,148
| -21% | -$90.8K | 0.03% | 77 |
|
2025
Q1 | $421K | Buy |
10,227
+2,236
| +28% | +$92.1K | 0.04% | 60 |
|
2024
Q4 | $326K | Buy |
7,991
+95
| +1% | +$3.87K | 0.04% | 66 |
|
2024
Q3 | $329K | Sell |
7,896
-103
| -1% | -$4.29K | 0.04% | 64 |
|
2024
Q2 | $314K | Buy |
7,999
+1,244
| +18% | +$48.9K | 0.04% | 63 |
|
2024
Q1 | $276K | Buy |
+6,755
| New | +$276K | 0.04% | 69 |
|