SFPM
Sensible Financial Planning & Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-247,335
| Closed | -$8.53M | – | 30 |
|
|
2023
Q2 | $8.53M | Hold |
247,335
| – | – | 2% | 11 |
|
|
2023
Q1 | $8.28M | Hold |
247,335
| – | – | 1.95% | 11 |
|
|
2022
Q4 | $8.28M | Hold |
247,335
| – | – | 2.06% | 11 |
|
|
2022
Q3 | $7.32M | Buy |
247,335
+1,195
| +0.5% | +$35.4K | 1.88% | 11 |
|
|
2022
Q2 | $7.78M | Buy |
+246,140
| New | +$7.78M | 1.96% | 11 |
|