Wealthcare Capital Management’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 | – | Sell |
-6,053
| Closed | -$249K | – | 84 |
|
|
2025
Q1 | $249K | Sell |
6,053
-90
| -1% | -$3.71K | 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% | -$73.2K | 0.03% | 76 |
|
|
2024
Q1 | $327K | Sell |
8,007
-725
| -8% | -$29.7K | 0.04% | 65 |
|
|
2023
Q4 | $325K | Buy |
8,732
+25
| +0.3% | +$930 | 0.04% | 64 |
|
|
2023
Q3 | $296K | Buy |
8,707
+33
| +0.4% | +$1.12K | 0.04% | 60 |
|
|
2023
Q2 | $299K | Buy |
8,674
+255
| +3% | +$8.8K | 0.04% | 61 |
|
|
2023
Q1 | $282K | Sell |
8,419
-208
| -2% | -$6.96K | 0.03% | 61 |
|
|
2022
Q4 | $289K | Buy |
+8,627
| New | +$289K | 0.04% | 63 |
|
|
2022
Q3 | – | Sell |
-6,373
| Closed | -$201K | – | 65 |
|
|
2022
Q2 | $201K | Buy |
+6,373
| New | +$201K | 0.02% | 65 |
|