WP
Westmount Partners’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 | $2.55M | Hold |
60,240
| – | – | 0.7% | 30 |
|
|
2025
Q1 | $2.48M | Hold |
60,240
| – | – | 0.76% | 28 |
|
|
2024
Q4 | $2.47M | Hold |
60,240
| – | – | 0.75% | 27 |
|
|
2024
Q3 | $2.51M | Hold |
60,240
| – | – | 0.76% | 27 |
|
|
2024
Q2 | $2.36M | Hold |
60,240
| – | – | 0.78% | 26 |
|
|
2024
Q1 | $2.46M | Hold |
60,240
| – | – | 0.89% | 24 |
|
|
2023
Q4 | $2.24M | Hold |
60,240
| – | – | 0.92% | 23 |
|
|
2023
Q3 | $2.05M | Hold |
60,240
| – | – | 0.9% | 25 |
|
|
2023
Q2 | $2.08M | Hold |
60,240
| – | – | 0.9% | 24 |
|
|
2023
Q1 | $2.02M | Hold |
60,240
| – | – | 0.93% | 23 |
|
|
2022
Q4 | $2.02M | Buy |
+60,240
| New | +$2.02M | 1.05% | 21 |
|