Tarbox Family Office’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	$2.03M	Hold	41,863	–	–	0.33%	27
2025 Q4	$1.95M	Buy	41,863 +699	+2%	+$31.7K	0.31%	26
2025 Q3	$1.84M	Sell	41,164 -521	-1%	-$22.7K	0.27%	32
2025 Q2	$1.76M	Sell	41,685 -128	-0.3%	-$5.14K	0.27%	31
2025 Q1	$1.72M	Sell	41,813 -472	-1%	-$19.8K	0.29%	31
2024 Q4	$1.73M	Buy	42,285 +10	+0%	+$424	0.29%	29
2024 Q3	$1.76M	Buy	42,275 +9	+0%	+$364	0.29%	30
2024 Q2	$1.66M	Buy	42,266 +11	+0%	+$435	0.29%	29
2024 Q1	$1.73M	Buy	42,255 +8	+0%	+$306	0.3%	29
2023 Q4	$1.57M	Buy	42,247 +9	+0%	+$310	0.31%	29
2023 Q3	$1.44M	Buy	42,238 +205	+0.5%	+$7.18K	0.3%	31
2023 Q2	$1.45M	Buy	42,033 +11	+0%	+$368	0.28%	32
2023 Q1	$1.41M	Hold	42,022	–	–	0.28%	30
2022 Q4	$1.41M	Sell	42,022 -1,669	-4%	-$55.5K	0.31%	31
2022 Q3	$1.38M	Hold	43,691	–	–	0.33%	30
2022 Q2	$1.38M	Buy	+43,691	New	+$1.45M	0.31%	33