Total Wealth Planning’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 | $4.92M | Sell |
116,292
-3,976
| -3% | -$168K | 0.62% | 31 |
|
|
2025
Q1 | $4.96M | Sell |
120,268
-3,678
| -3% | -$152K | 0.76% | 24 |
|
|
2024
Q4 | $5.07M | Sell |
123,946
-4,300
| -3% | -$176K | 0.79% | 25 |
|
|
2024
Q3 | $5.35M | Sell |
128,246
-3,360
| -3% | -$140K | 0.83% | 24 |
|
|
2024
Q2 | $5.43M | Sell |
131,606
-20,112
| -13% | -$829K | 0.89% | 24 |
|
|
2024
Q1 | $6.21M | Sell |
151,718
-17,722
| -10% | -$725K | 1.07% | 23 |
|
|
2023
Q4 | $6.31M | Sell |
169,440
-44,369
| -21% | -$1.65M | 1.14% | 23 |
|
|
2023
Q3 | $7.27M | Buy |
213,809
+75,433
| +55% | +$2.57M | 1.49% | 19 |
|
|
2023
Q2 | $4.77M | Sell |
138,376
-81
| -0.1% | -$2.8K | 0.99% | 25 |
|
|
2023
Q1 | $4.64M | Sell |
138,457
-1,483
| -1% | -$49.7K | 1.02% | 23 |
|
|
2022
Q4 | $4.69M | Sell |
139,940
-30,437
| -18% | -$1.02M | 1.16% | 22 |
|
|
2022
Q3 | $5.05M | Buy |
+170,377
| New | +$5.05M | 1.43% | 19 |
|