Squire Investment Management Company’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 | $11.9M | Sell |
280,810
-9,164
| -3% | -$387K | 4.38% | 8 |
|
|
2025
Q1 | $11.9M | Buy |
289,974
+6,299
| +2% | +$260K | 4.98% | 6 |
|
|
2024
Q4 | $11.6M | Buy |
283,675
+17,701
| +7% | +$724K | 5.11% | 6 |
|
|
2024
Q3 | $11.1M | Buy |
265,974
+16,175
| +6% | +$674K | 5.27% | 6 |
|
|
2024
Q2 | $9.81M | Buy |
249,799
+8,584
| +4% | +$337K | 5.56% | 6 |
|
|
2024
Q1 | $9.87M | Buy |
241,215
+48,193
| +25% | +$1.97M | 6.22% | 6 |
|
|
2023
Q4 | $7.18M | Buy |
+193,022
| New | +$7.18M | 5.85% | 6 |
|