Samalin Investment Counsel’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 | $1.55M | Buy |
36,595
+2,169
| +6% | +$91.7K | 0.59% | 37 |
|
|
2025
Q1 | $1.42M | Buy |
34,426
+6,152
| +22% | +$254K | 0.58% | 37 |
|
|
2024
Q4 | $1.16M | Buy |
28,274
+4,844
| +21% | +$198K | 0.5% | 46 |
|
|
2024
Q3 | $977K | Buy |
23,430
+183
| +0.8% | +$7.63K | 0.43% | 58 |
|
|
2024
Q2 | $913K | Sell |
23,247
-86
| -0.4% | -$3.38K | 0.43% | 58 |
|
|
2024
Q1 | $954K | Buy |
23,333
+1,148
| +5% | +$47K | 0.45% | 62 |
|
|
2023
Q4 | $826K | Buy |
22,185
+1,067
| +5% | +$39.7K | 0.42% | 67 |
|
|
2023
Q3 | $718K | Buy |
21,118
+2,727
| +15% | +$92.8K | 0.41% | 73 |
|
|
2023
Q2 | $635K | Buy |
18,391
+999
| +6% | +$34.5K | 0.34% | 78 |
|
|
2023
Q1 | $582K | Buy |
17,392
+1,877
| +12% | +$62.8K | 0.35% | 82 |
|
|
2022
Q4 | $519K | Buy |
15,515
+7,825
| +102% | +$262K | 0.33% | 93 |
|
|
2022
Q3 | $228K | Buy |
+7,690
| New | +$228K | 0.17% | 179 |
|