Well Done LLC’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 | $240K | Hold |
5,684
| – | – | 0.05% | 153 |
|
2025
Q1 | $233K | Hold |
5,684
| – | – | 0.04% | 161 |
|
2024
Q4 | $237K | Hold |
5,684
| – | – | 0.04% | 159 |
|
2024
Q3 | $237K | Sell |
5,684
-1,303
| -19% | -$54.3K | 0.04% | 160 |
|
2024
Q2 | $274K | Buy |
6,987
+3
| +0% | +$118 | 0.06% | 150 |
|
2024
Q1 | $286K | Hold |
6,984
| – | – | 0.06% | 149 |
|
2023
Q4 | $260K | Hold |
6,984
| – | – | 0.05% | 153 |
|
2023
Q3 | $238K | Hold |
6,984
| – | – | 0.05% | 143 |
|
2023
Q2 | $241K | Hold |
6,984
| – | – | 0.05% | 141 |
|
2023
Q1 | $234K | Hold |
6,984
| – | – | 0.05% | 154 |
|
2022
Q4 | $234K | Hold |
6,984
| – | – | 0.05% | 159 |
|
2022
Q3 | $207K | Buy |
+6,984
| New | +$207K | 0.05% | 152 |
|