SWG
Summit Wealth Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Sell |
280,608
-5,102
| -2% | -$216K | 3.05% | 10 |
|
|
2025
Q1 | $11.8M | Buy |
285,710
+21,624
| +8% | +$891K | 3.44% | 8 |
|
|
2024
Q4 | $10.8M | Buy |
264,086
+8,633
| +3% | +$353K | 3.13% | 8 |
|
|
2024
Q3 | $10.7M | Buy |
255,453
+233,067
| +1,041% | +$9.72M | 3.07% | 9 |
|
|
2024
Q2 | $879K | Buy |
+22,386
| New | +$879K | 0.26% | 43 |
|
|
2023
Q2 | – | Sell |
-146,091
| Closed | -$4K | – | 125 |
|
|
2023
Q1 | $4K | Buy |
+146,091
| New | +$4K | 0.1% | 59 |
|