WRPWM
Werba Rubin Papier Wealth 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 | $7.93M | Sell |
187,485
-17,820
| -9% | -$753K | 1.49% | 14 |
|
|
2025
Q1 | $8.46M | Sell |
205,305
-716
| -0.3% | -$29.5K | 1.84% | 13 |
|
|
2024
Q4 | $8.43M | Sell |
206,021
-379
| -0.2% | -$15.5K | 1.99% | 9 |
|
|
2024
Q3 | $8.6M | Sell |
206,400
-1,253
| -0.6% | -$52.2K | 2.02% | 8 |
|
|
2024
Q2 | $8.15M | Sell |
207,653
-163,980
| -44% | -$6.44M | 2.25% | 8 |
|
|
2024
Q1 | $15.2M | Sell |
371,633
-2,616
| -0.7% | -$107K | 4.41% | 6 |
|
|
2023
Q4 | $13.9M | Sell |
374,249
-1,433
| -0.4% | -$53.3K | 4.73% | 6 |
|
|
2023
Q3 | $12.8M | Sell |
375,682
-7,885
| -2% | -$268K | 4.55% | 6 |
|
|
2023
Q2 | $13.2M | Sell |
383,567
-9,543
| -2% | -$329K | 4.59% | 6 |
|
|
2023
Q1 | $13.2M | Sell |
393,110
-225
| -0.1% | -$7.53K | 5.17% | 6 |
|
|
2022
Q4 | $13.2M | Buy |
+393,335
| New | +$13.2M | 5.43% | 5 |
|