Running Point Capital Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$957K Buy
2025
Q2
$811K Sell
2025
Q1
$791K Hold
2024
Q4
$786K Hold
2024
Q3
$801K Sell
2024
Q2
$1.83M Buy
2024
Q1
$1.86M Hold
2023
Q4
$1.69M Buy
2023
Q3
$1.54M Buy
2023
Q2
$1.56M Buy
2023
Q1
$1.51M Sell
2022
Q4
$1.52M Buy
2022
Q3
$1.34M Buy
2022
Q2
$1.43M Buy