SteelPeak Wealth’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $428K | Sell |
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|
2025
Q2 | $408K | Hold |
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|
2025
Q1 | $398K | Hold |
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|
2024
Q4 | $395K | Hold |
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|
2024
Q3 | $402K | Hold |
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|
2024
Q2 | $379K | Hold |
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|
2024
Q1 | $395K | Hold |
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|
2023
Q4 | $359K | Hold |
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|
2023
Q3 | $328K | Hold |
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|
2023
Q2 | $333K | Buy |
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