Tortoise Investment Management’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 | $22.8K | Sell |
540
-1,608
| -75% | -$68K | ﹤0.01% | 485 |
|
|
2025
Q1 | $88.5K | Hold |
2,148
| – | – | 0.01% | 306 |
|
|
2024
Q4 | $87.9K | Hold |
2,148
| – | – | 0.01% | 328 |
|
|
2024
Q3 | $89.6K | Hold |
2,148
| – | – | 0.01% | 327 |
|
|
2024
Q2 | $84.4K | Hold |
2,148
| – | – | 0.01% | 324 |
|
|
2024
Q1 | $87.9K | Buy |
2,148
+540
| +34% | +$22.1K | 0.01% | 311 |
|
|
2023
Q4 | $59.9K | Hold |
1,608
| – | – | 0.01% | 339 |
|
|
2023
Q3 | $54.7K | Hold |
1,608
| – | – | 0.01% | 334 |
|
|
2023
Q2 | $55.5K | Hold |
1,608
| – | – | 0.01% | 339 |
|
|
2023
Q1 | $53.8K | Hold |
1,608
| – | – | 0.01% | 327 |
|
|
2022
Q4 | $53.8K | Hold |
1,608
| – | – | 0.01% | 323 |
|
|
2022
Q3 | $48K | Hold |
1,608
| – | – | 0.01% | 317 |
|
|
2022
Q2 | $51K | Buy |
+1,608
| New | +$51K | 0.01% | 297 |
|