SwitchPoint Financial Planning’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.36M	Sell	103,100 -5,590	-5%	-$236K	3.57%	5
2025 Q1	$4.48M	Buy	108,690 +201	+0.2%	+$8.28K	4.25%	5
2024 Q4	$4.44M	Buy	+108,489	New	+$4.44M	4.25%	5