Whittier Trust’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 | $371K | Hold |
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|
2025
Q2 | $348K | Hold |
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|
2025
Q1 | $339K | Hold |
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|
2024
Q4 | $337K | Hold |
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|
2024
Q3 | $343K | Hold |
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|
2024
Q2 | $323K | Buy |
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|
2024
Q1 | $155K | Buy |
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|
2023
Q4 | $141K | Buy |
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|
2023
Q3 | $128K | Buy |
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|
2023
Q2 | $130K | Buy |
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|
2023
Q1 | $125K | Buy |
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|
2022
Q4 | $125K | Buy |
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|
2022
Q3 | $110K | Buy |
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|
2022
Q2 | $117K | Buy |
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