WIM
Warwick Investment Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Buy |
51,314
+239
| +0.5% | +$10.1K | 0.42% | 33 |
|
|
2025
Q1 | $2.1M | Buy |
51,075
+204
| +0.4% | +$8.41K | 0.44% | 34 |
|
|
2024
Q4 | $2.08M | Buy |
+50,871
| New | +$2.08M | 0.43% | 30 |
|
|
2024
Q3 | – | Sell |
-50,438
| Closed | -$1.98M | – | 100 |
|
|
2024
Q2 | $1.98M | Buy |
50,438
+226
| +0.5% | +$8.88K | 0.46% | 27 |
|
|
2024
Q1 | $2.05M | Buy |
50,212
+180
| +0.4% | +$7.36K | 0.49% | 29 |
|
|
2023
Q4 | $1.86M | Buy |
50,032
+194
| +0.4% | +$7.22K | 0.55% | 27 |
|
|
2023
Q3 | $1.7M | Buy |
49,838
+255
| +0.5% | +$8.68K | 0.64% | 26 |
|
|
2023
Q2 | $1.71M | Buy |
49,583
+250
| +0.5% | +$8.63K | 0.67% | 25 |
|
|
2023
Q1 | $1.65M | Buy |
49,333
+224
| +0.5% | +$7.5K | 0.7% | 25 |
|
|
2022
Q4 | $1.64M | Buy |
+49,109
| New | +$1.64M | 0.67% | 24 |
|
|
2022
Q3 | – | Sell |
-48,653
| Closed | -$1.54M | – | 53 |
|
|
2022
Q2 | $1.54M | Buy |
+48,653
| New | +$1.54M | 0.75% | 19 |
|