Wealthcare Capital Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,053
Closed -$249K 84
2025
Q1
$249K Sell
6,053
-90
-1% -$3.78K 0.03% 79
2024
Q4
$251K Hold
6,143
0.03% 80
2024
Q3
$256K Hold
6,143
0.03% 75
2024
Q2
$241K Sell
6,143
-1,864
-23% -$73.8K 0.03% 76
2024
Q1
$327K Sell
8,007
-725
-8% -$27.7K 0.04% 65
2023
Q4
$325K Buy
8,732
+25
+0.3% +$861 0.04% 64
2023
Q3
$296K Buy
8,707
+33
+0.4% +$1.16K 0.04% 60
2023
Q2
$299K Buy
8,674
+255
+3% +$8.52K 0.04% 61
2023
Q1
$282K Sell
8,419
-208
-2% -$7.12K 0.03% 61
2022
Q4
$289K Buy
+8,627
New +$287K 0.04% 63
2022
Q3
Sell
-6,373
Closed -$201K 65
2022
Q2
$201K Buy
+6,373
New +$212K 0.02% 65

Other funds holding DFUV