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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $525K | Sell |
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|
2025
Q2 | $861K | Buy |
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|
2025
Q1 | $839K | Buy |
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|
2024
Q4 | $833K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $825K | Buy |
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|
2024
Q1 | $859K | Buy |
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|
2023
Q4 | $781K | Buy |
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|
2023
Q3 | $714K | Buy |
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|
2023
Q2 | $723K | Buy |
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|
2023
Q1 | $701K | Sell |
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|
2022
Q4 | $725K | Sell |
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|
2022
Q3 | $972K | Sell |
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|
2022
Q2 | $1.09M | Buy |
|