TAGStone Capital’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 | $2.3M | Buy |
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2025
Q2 | $2.18M | Buy |
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2025
Q1 | $2.09M | Buy |
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|
2024
Q4 | $2.04M | Buy |
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|
2024
Q3 | $2.05M | Buy |
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|
2024
Q2 | $1.92M | Buy |
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|
2024
Q1 | $1.89M | Buy |
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|
2023
Q4 | $1.72M | Hold |
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|
2023
Q3 | $1.57M | Sell |
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|
2023
Q2 | $1.6M | Sell |
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|
2023
Q1 | $1.56M | Hold |
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|
2022
Q4 | $1.56M | Hold |
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|
2022
Q3 | $1.38M | Hold |
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|
2022
Q2 | $1.47M | Buy |
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