Wealth Architects’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 | $30.9M | Buy |
731,241
+18,320
| +3% | +$775K | 3.14% | 9 |
|
|
2025
Q1 | $29.4M | Buy |
712,921
+23,593
| +3% | +$972K | 3.24% | 9 |
|
|
2024
Q4 | $28.2M | Sell |
689,328
-12,620
| -2% | -$516K | 3.18% | 8 |
|
|
2024
Q3 | $29.3M | Sell |
701,948
-10,804
| -2% | -$450K | 3.31% | 8 |
|
|
2024
Q2 | $28M | Sell |
712,752
-14,780
| -2% | -$580K | 3.42% | 9 |
|
|
2024
Q1 | $29.8M | Sell |
727,532
-7,745
| -1% | -$317K | 3.92% | 7 |
|
|
2023
Q4 | $27.4M | Sell |
735,277
-3,124
| -0.4% | -$116K | 3.84% | 7 |
|
|
2023
Q3 | $25.1M | Sell |
738,401
-11,956
| -2% | -$407K | 4.27% | 6 |
|
|
2023
Q2 | $25.9M | Sell |
750,357
-29,370
| -4% | -$1.01M | 4.27% | 6 |
|
|
2023
Q1 | $26.1M | Sell |
779,727
-18,851
| -2% | -$631K | 4.62% | 6 |
|
|
2022
Q4 | $26.7M | Sell |
798,578
-39,045
| -5% | -$1.31M | 5.06% | 5 |
|
|
2022
Q3 | $24.8M | Buy |
837,623
+26,814
| +3% | +$794K | 5.19% | 5 |
|
|
2022
Q2 | $25.6M | Buy |
+810,809
| New | +$25.6M | 5.01% | 6 |
|