SWM
Seaside 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 | $897K | Sell |
21,206
-1,528
| -7% | -$64.6K | 0.29% | 26 |
|
|
2025
Q1 | $937K | Buy |
22,734
+35
| +0.2% | +$1.44K | 0.33% | 23 |
|
|
2024
Q4 | $929K | Buy |
22,699
+39
| +0.2% | +$1.6K | 0.34% | 23 |
|
|
2024
Q3 | $945K | Buy |
22,660
+26
| +0.1% | +$1.08K | 0.36% | 22 |
|
|
2024
Q2 | $889K | Buy |
22,634
+40
| +0.2% | +$1.57K | 0.37% | 22 |
|
|
2024
Q1 | $924K | Buy |
22,594
+31
| +0.1% | +$1.27K | 0.39% | 21 |
|
|
2023
Q4 | $840K | Buy |
22,563
+34
| +0.2% | +$1.27K | 0.38% | 22 |
|
|
2023
Q3 | $766K | Buy |
22,529
+34
| +0.2% | +$1.16K | 0.39% | 22 |
|
|
2023
Q2 | $776K | Buy |
22,495
+33
| +0.1% | +$1.14K | 0.4% | 22 |
|
|
2023
Q1 | $751K | Sell |
22,462
-1,353
| -6% | -$45.2K | 0.46% | 23 |
|
|
2022
Q4 | $797K | Buy |
23,815
+25
| +0.1% | +$837 | 0.53% | 22 |
|
|
2022
Q3 | $794K | Buy |
23,790
+3,643
| +18% | +$122K | 0.55% | 21 |
|
|
2022
Q2 | $673K | Buy |
+20,147
| New | +$673K | 0.51% | 22 |
|