Triune Financial 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 | $38.5M | Sell |
909,915
-8,502
| -0.9% | -$359K | 10.59% | 3 |
|
|
2025
Q1 | $37.8M | Sell |
918,417
-2,611
| -0.3% | -$108K | 12.02% | 3 |
|
|
2024
Q4 | $37.7M | Buy |
921,028
+18,044
| +2% | +$738K | 11.86% | 3 |
|
|
2024
Q3 | $37.6M | Buy |
902,984
+31,861
| +4% | +$1.33M | 11.82% | 3 |
|
|
2024
Q2 | $34.2M | Buy |
871,123
+24,830
| +3% | +$975K | 11.72% | 3 |
|
|
2024
Q1 | $34.6M | Buy |
846,293
+1,393
| +0.2% | +$57K | 12.01% | 3 |
|
|
2023
Q4 | $31.4M | Buy |
844,900
+6,552
| +0.8% | +$244K | 11.67% | 3 |
|
|
2023
Q3 | $28.5M | Buy |
838,348
+18,718
| +2% | +$637K | 11.76% | 3 |
|
|
2023
Q2 | $28.3M | Buy |
819,630
+34,849
| +4% | +$1.2M | 11.54% | 3 |
|
|
2023
Q1 | $26.3M | Buy |
784,781
+24,834
| +3% | +$831K | 11.63% | 3 |
|
|
2022
Q4 | $25.4M | Buy |
759,947
+13,422
| +2% | +$449K | 12% | 3 |
|
|
2022
Q3 | $22.1M | Buy |
746,525
+12,193
| +2% | +$361K | 12.42% | 3 |
|
|
2022
Q2 | $23.2M | Buy |
+734,332
| New | +$23.2M | 12.4% | 3 |
|