Western Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,157
| Closed | -$415K | – | 659 |
|
|
2024
Q1 | $415K | Hold |
10,157
| – | – | 0.03% | 416 |
|
|
2023
Q4 | $378K | Hold |
10,157
| – | – | 0.03% | 482 |
|
|
2023
Q3 | $346K | Hold |
10,157
| – | – | 0.03% | 469 |
|
|
2023
Q2 | $350K | Hold |
10,157
| – | – | 0.03% | 463 |
|
|
2023
Q1 | $340K | Hold |
10,157
| – | – | 0.03% | 465 |
|
|
2022
Q4 | $340K | Sell |
10,157
-10,157
| -50% | -$340K | 0.03% | 431 |
|
|
2022
Q3 | $602K | Buy |
+20,314
| New | +$602K | 0.03% | 428 |
|