Tobias Financial Advisors’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	$9.95M	Sell	205,269 -4,440	-2%	-$218K	1.38%	18
2025 Q4	$9.77M	Sell	209,709 -288	-0.1%	-$13.1K	1.38%	19
2025 Q3	$9.38M	Sell	209,997 -158	-0.1%	-$6.88K	1.43%	19
2025 Q2	$8.89M	Sell	210,155 -1,493	-0.7%	-$60K	1.52%	17
2025 Q1	$8.72M	Sell	211,648 -3,677	-2%	-$154K	1.69%	17
2024 Q4	$8.81M	Sell	215,325 -2,409	-1%	-$102K	1.77%	16
2024 Q3	$9.08M	Sell	217,734 -567	-0.3%	-$22.9K	1.82%	14
2024 Q2	$8.57M	Sell	218,301 -3,326	-2%	-$132K	1.85%	14
2024 Q1	$9.06M	Sell	221,627 -2,100	-0.9%	-$80.2K	2.05%	12
2023 Q4	$8.33M	Sell	223,727 -13,549	-6%	-$466K	2.03%	11
2023 Q3	$8.07M	Sell	237,276 -175	-0.1%	-$6.13K	2.12%	11
2023 Q2	$8.19M	Sell	237,451 -1,069	-0.4%	-$35.7K	2.21%	14
2023 Q1	$7.99M	Sell	238,520 -45,654	-16%	-$1.56M	2.34%	13
2022 Q4	$9.51M	Sell	284,174 -2,587	-0.9%	-$86K	3.13%	11
2022 Q3	$8.49M	Buy	286,761 +52,243	+22%	+$1.7M	3%	11
2022 Q2	$7.41M	Buy	+234,518	New	+$7.8M	2.49%	12