Summit Financial Strategies’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 | $4.08M | Sell |
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|
2025
Q1 | $3.98M | Sell |
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|
2024
Q4 | $4.01M | Sell |
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|
2024
Q3 | $4.09M | Sell |
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|
2024
Q2 | $3.86M | Sell |
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|
2024
Q1 | $4.05M | Sell |
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|
2023
Q4 | $3.7M | Hold |
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|
2023
Q3 | $3.38M | Hold |
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|
2023
Q2 | $3.43M | Hold |
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|
2023
Q1 | $3.33M | Hold |
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|
2022
Q4 | $3.33M | Hold |
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|
2022
Q3 | $2.94M | Sell |
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|
2022
Q2 | $3.3M | Buy |
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