Tarbox Family Office’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 | $1.76M | Sell |
41,685
-128
| -0.3% | -$5.41K | 0.27% | 31 |
|
|
2025
Q1 | $1.72M | Sell |
41,813
-472
| -1% | -$19.5K | 0.29% | 31 |
|
|
2024
Q4 | $1.73M | Buy |
42,285
+10
| +0% | +$409 | 0.29% | 29 |
|
|
2024
Q3 | $1.76M | Buy |
42,275
+9
| +0% | +$375 | 0.29% | 30 |
|
|
2024
Q2 | $1.66M | Buy |
42,266
+11
| +0% | +$432 | 0.29% | 29 |
|
|
2024
Q1 | $1.73M | Buy |
42,255
+8
| +0% | +$327 | 0.3% | 29 |
|
|
2023
Q4 | $1.57M | Buy |
42,247
+9
| +0% | +$335 | 0.31% | 29 |
|
|
2023
Q3 | $1.44M | Buy |
42,238
+205
| +0.5% | +$6.97K | 0.3% | 31 |
|
|
2023
Q2 | $1.45M | Buy |
42,033
+11
| +0% | +$380 | 0.28% | 32 |
|
|
2023
Q1 | $1.41M | Hold |
42,022
| – | – | 0.28% | 30 |
|
|
2022
Q4 | $1.41M | Sell |
42,022
-1,669
| -4% | -$55.9K | 0.31% | 31 |
|
|
2022
Q3 | $1.38M | Hold |
43,691
| – | – | 0.33% | 30 |
|
|
2022
Q2 | $1.38M | Buy |
+43,691
| New | +$1.38M | 0.31% | 33 |
|