SWGC
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Summit Wealth Group (Colorado)’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$722K Buy
+17,065
New +$722K 0.18% 109