Strategic Wealth Partners’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
$213K Buy
+5,048
New +$213K 0.02% 306
2024
Q4
$216K Hold
5,048
0.02% 298
2024
Q3
$210K Sell
5,048
-247
-5% -$10.3K 0.02% 283
2024
Q2
$208K Hold
5,295
0.02% 279
2024
Q1
$217K Buy
+5,295
New +$217K 0.02% 264