WestHill Financial Advisors’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
Q3 | $703K | Hold |
|
|||||
|
2025
Q2 | $665K | Hold |
|
|||||
|
2025
Q1 | $648K | Hold |
|
|||||
|
2024
Q4 | $644K | Hold |
|
|||||
|
2024
Q3 | $656K | Hold |
|
|||||
|
2024
Q2 | $618K | Hold |
|
|||||
|
2024
Q1 | $643K | Hold |
|
|||||
|
2023
Q4 | $585K | Hold |
|
|||||
|
2023
Q3 | $535K | Sell |
|
|||||
|
2023
Q2 | $575K | Hold |
|
|||||
|
2023
Q1 | $558K | Sell |
|
|||||
|
2022
Q4 | $589K | Buy |
|
|||||
|
2022
Q3 | $493K | Sell |
|
|||||
|
2022
Q2 | $534K | Buy |
|