SW
DFUV icon

SteelPeak Wealth’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

SteelPeak Wealth’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9,582
Closed -$428K – 561
2025
Q3 		$428K Sell
9,582
-69
-0.7% -$3K 0.01% 411
2025
Q2 		$408K Hold
9,651
– – 0.02% 381
2025
Q1 		$398K Hold
9,651
– – 0.02% 378
2024
Q4 		$395K Hold
9,651
– – 0.02% 369
2024
Q3 		$402K Hold
9,651
– – 0.02% 348
2024
Q2 		$379K Hold
9,651
– – 0.02% 350
2024
Q1 		$395K Hold
9,651
– – 0.02% 326
2023
Q4 		$359K Hold
9,651
– – 0.02% 315
2023
Q3 		$328K Hold
9,651
– – 0.02% 318
2023
Q2 		$333K Buy
+9,651
New +$322K 0.02% 311

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SC
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IFA
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PL
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FPAS
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HighTower Advisors
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