TFO Wealth Partners’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 | $23.2M | Buy |
549,037
+862
| +0.2% | +$36.4K | 4.09% | 4 |
|
|
2025
Q1 | $22.6M | Sell |
548,175
-5,312
| -1% | -$219K | 4.48% | 4 |
|
|
2024
Q4 | $22.6M | Sell |
553,487
-8,539
| -2% | -$349K | 10.75% | 2 |
|
|
2024
Q3 | $23.4M | Sell |
562,026
-25,150
| -4% | -$1.05M | 4.3% | 4 |
|
|
2024
Q2 | $23.1M | Sell |
587,176
-4,244
| -0.7% | -$167K | 4.51% | 4 |
|
|
2024
Q1 | $24.2M | Sell |
591,420
-35,860
| -6% | -$1.47M | 4.69% | 4 |
|
|
2023
Q4 | $23.3M | Sell |
627,280
-11,898
| -2% | -$443K | 4.75% | 4 |
|
|
2023
Q3 | $22.1M | Hold |
639,178
| – | – | 4.61% | 3 |
|
|
2023
Q2 | $22.1M | Sell |
639,178
-6,146
| -1% | -$212K | 4.65% | 3 |
|
|
2023
Q1 | $21.6M | Sell |
645,324
-3,935,865
| -86% | -$132M | 4.74% | 3 |
|
|
2022
Q4 | $111M | Buy |
4,581,189
+3,912,942
| +586% | +$95M | 25.68% | 2 |
|
|
2022
Q3 | $19.8M | Sell |
668,247
-11,325
| -2% | -$335K | 4.94% | 3 |
|
|
2022
Q2 | $21.5M | Buy |
+679,572
| New | +$21.5M | 4.83% | 3 |
|