SteelPeak Wealth’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 | $408K | Hold |
9,651
| – | – | 0.02% | 368 |
|
|
2025
Q1 | $398K | Hold |
9,651
| – | – | 0.02% | 361 |
|
|
2024
Q4 | $395K | Hold |
9,651
| – | – | 0.02% | 347 |
|
|
2024
Q3 | $402K | Hold |
9,651
| – | – | 0.02% | 335 |
|
|
2024
Q2 | $379K | Hold |
9,651
| – | – | 0.02% | 329 |
|
|
2024
Q1 | $395K | Hold |
9,651
| – | – | 0.02% | 311 |
|
|
2023
Q4 | $359K | Hold |
9,651
| – | – | 0.02% | 303 |
|
|
2023
Q3 | $328K | Hold |
9,651
| – | – | 0.02% | 308 |
|
|
2023
Q2 | $333K | Buy |
+9,651
| New | +$333K | 0.02% | 298 |
|