Whalen 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Buy |
6,955
+32
| +0.5% | +$1.35K | 0.18% | 142 |
|
|
2025
Q1 | $285K | Buy |
6,923
+28
| +0.4% | +$1.15K | 0.19% | 106 |
|
|
2024
Q4 | $282K | Buy |
6,895
+29
| +0.4% | +$1.19K | 0.2% | 99 |
|
|
2024
Q3 | $286K | Buy |
6,866
+29
| +0.4% | +$1.21K | 0.2% | 91 |
|
|
2024
Q2 | $268K | Buy |
6,837
+31
| +0.5% | +$1.22K | 0.21% | 84 |
|
|
2024
Q1 | $278K | Hold |
6,806
| – | – | 0.21% | 74 |
|
|
2023
Q4 | $253K | Buy |
+6,806
| New | +$253K | 0.23% | 91 |
|