Sterling Wealth Management’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 | $12.7M | Buy |
+299,255
| New | +$12.7M | 4.31% | 7 |
|
|
2024
Q4 | $12.2M | Buy |
297,739
+30
| +0% | +$1.23K | 4.5% | 5 |
|
|
2024
Q3 | $12.4M | Sell |
297,709
-2,960
| -1% | -$123K | 4.63% | 5 |
|
|
2024
Q2 | $11.8M | Buy |
300,669
+1,826
| +0.6% | +$71.7K | 5.6% | 3 |
|
|
2024
Q1 | $12.2M | Buy |
298,843
+5,409
| +2% | +$221K | 6.08% | 3 |
|
|
2023
Q4 | $10.9M | Buy |
+293,434
| New | +$10.9M | 6.14% | 3 |
|