Shearwater Capital’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 | $6.11M | Hold |
144,613
| – | – | 3.85% | 5 |
|
|
2025
Q1 | $5.96M | Sell |
144,613
-42
| -0% | -$1.73K | 4.19% | 5 |
|
|
2024
Q4 | $5.92M | Sell |
144,655
-962
| -0.7% | -$39.4K | 4.02% | 5 |
|
|
2024
Q3 | $6.07M | Sell |
145,617
-519
| -0.4% | -$21.6K | 4.19% | 5 |
|
|
2024
Q2 | $5.74M | Sell |
146,136
-3,988
| -3% | -$157K | 4.22% | 5 |
|
|
2024
Q1 | $6.14M | Hold |
150,124
| – | – | 4.52% | 5 |
|
|
2023
Q4 | $5.59M | Hold |
150,124
| – | – | 4.44% | 5 |
|
|
2023
Q3 | $5.11M | Sell |
150,124
-35
| -0% | -$1.19K | 4.62% | 4 |
|
|
2023
Q2 | $5.18M | Sell |
150,159
-1,039
| -0.7% | -$35.8K | 4.53% | 5 |
|
|
2023
Q1 | $5.06M | Hold |
151,198
| – | – | 4.7% | 5 |
|
|
2022
Q4 | $5.06M | Hold |
151,198
| – | – | 5.11% | 5 |
|
|
2022
Q3 | $4.48M | Buy |
151,198
+18,823
| +14% | +$557K | 5.06% | 5 |
|
|
2022
Q2 | $4.18M | Buy |
+132,375
| New | +$4.18M | 4.51% | 5 |
|