Stone Summit 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 | $1.97M | Sell |
46,692
-3,268
| -7% | -$138K | 0.61% | 53 |
|
|
2025
Q1 | $2.06M | Sell |
49,960
-265
| -0.5% | -$10.9K | 0.7% | 52 |
|
|
2024
Q4 | $2.06M | Sell |
50,225
-1,107
| -2% | -$45.3K | 0.69% | 50 |
|
|
2024
Q3 | $2.14M | Sell |
51,332
-400
| -0.8% | -$16.7K | 0.69% | 49 |
|
|
2024
Q2 | $2.03M | Hold |
51,732
| – | – | 0.73% | 45 |
|
|
2024
Q1 | $2.12M | Hold |
51,732
| – | – | 0.74% | 46 |
|
|
2023
Q4 | $1.93M | Hold |
51,732
| – | – | 0.74% | 44 |
|
|
2023
Q3 | $1.76M | Buy |
51,732
+4,448
| +9% | +$151K | 0.75% | 46 |
|
|
2023
Q2 | $1.63M | Buy |
47,284
+1,581
| +3% | +$54.5K | 0.68% | 52 |
|
|
2023
Q1 | $1.53M | Hold |
45,703
| – | – | 0.68% | 52 |
|
|
2022
Q4 | $1.53M | Hold |
45,703
| – | – | 0.75% | 47 |
|
|
2022
Q3 | $1.35M | Hold |
45,703
| – | – | 0.83% | 44 |
|
|
2022
Q2 | $1.44M | Buy |
+45,703
| New | +$1.44M | 0.86% | 40 |
|