RWM
Ruedi 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 | $14.9M | Sell |
352,788
-1,882
| -0.5% | -$79.6K | 4.43% | 5 |
|
|
2025
Q1 | $14.6M | Sell |
354,670
-6,706
| -2% | -$276K | 4.57% | 5 |
|
|
2024
Q4 | $14.8M | Sell |
361,376
-10,517
| -3% | -$430K | 4.67% | 5 |
|
|
2024
Q3 | $15.5M | Sell |
371,893
-27,338
| -7% | -$1.14M | 5.32% | 5 |
|
|
2024
Q2 | $15.7M | Sell |
399,231
-25,253
| -6% | -$992K | 6.17% | 4 |
|
|
2024
Q1 | $17.4M | Sell |
424,484
-5,447
| -1% | -$223K | 7.3% | 2 |
|
|
2023
Q4 | $16M | Buy |
429,931
+4,148
| +1% | +$154K | 7.55% | 3 |
|
|
2023
Q3 | $14.5M | Buy |
425,783
+17,916
| +4% | +$610K | 8.3% | 3 |
|
|
2023
Q2 | $14.1M | Sell |
407,867
-20,120
| -5% | -$694K | 8.27% | 2 |
|
|
2023
Q1 | $14.3M | Sell |
427,987
-8,070
| -2% | -$270K | 9.21% | 2 |
|
|
2022
Q4 | $14.6M | Buy |
+436,057
| New | +$14.6M | 10.3% | 2 |
|