Summit Asset Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Buy |
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|
2025
Q1 | $369K | Buy |
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|
2024
Q4 | $365K | Buy |
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|
2024
Q3 | $370K | Buy |
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|
2024
Q2 | $347K | Buy |
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|
2024
Q1 | $360K | Buy |
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|
2023
Q4 | $327K | Buy |
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|
2023
Q3 | $297K | Buy |
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|
2023
Q2 | $300K | Buy |
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|
2023
Q1 | $290K | Buy |
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|
2022
Q4 | $288K | Buy |
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|
2022
Q3 | $254K | Buy |
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|
2022
Q2 | $270K | Buy |
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