SVB Wealth’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
2026
Q1
Sell
2025
Q4
$547K Buy
2025
Q3
$525K Sell
2025
Q2
$861K Buy
2025
Q1
$839K Buy
2024
Q4
$833K Buy
2024
Q3
Sell
2024
Q2
$825K Buy
2024
Q1
$859K Buy
2023
Q4
$781K Buy
2023
Q3
$714K Buy
2023
Q2
$723K Buy
2023
Q1
$701K Sell
2022
Q4
$725K Sell
2022
Q3
$972K Sell
2022
Q2
$1.09M Buy