Whalen Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Whalen Wealth Management’s Portfolio DFUV Stock Details DFUV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$312K	Buy
2025 Q2	$294K	Buy
2025 Q1	$285K	Buy
2024 Q4	$282K	Buy
2024 Q3	$286K	Buy
2024 Q2	$268K	Buy
2024 Q1	$278K	Hold
2023 Q4	$253K	Buy