SW
Simplicity Wealth’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 | $9.93M | Buy |
234,898
+117,882
| +101% | +$4.98M | 0.41% | 49 |
|
|
2025
Q1 | $4.82M | Buy |
117,016
+111,448
| +2,002% | +$4.59M | 0.37% | 55 |
|
|
2024
Q4 | $228K | Sell |
5,568
-117,284
| -95% | -$4.8M | 0.05% | 286 |
|
|
2024
Q3 | $5.12M | Buy |
122,852
+14,040
| +13% | +$585K | 0.47% | 48 |
|
|
2024
Q2 | $4.27M | Buy |
+108,812
| New | +$4.27M | 0.1% | 208 |
|