W
WPWealth’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 | $20.5M | Buy |
484,180
+142,511
| +42% | +$6.03M | 3.69% | 9 |
|
|
2025
Q1 | $14.1M | Buy |
341,669
+20,837
| +6% | +$859K | 2.78% | 9 |
|
|
2024
Q4 | $13.1M | Buy |
320,832
+7,496
| +2% | +$307K | 2.68% | 9 |
|
|
2024
Q3 | $13.1M | Sell |
313,336
-5,079
| -2% | -$212K | 2.71% | 9 |
|
|
2024
Q2 | $12.5M | Buy |
318,415
+4,094
| +1% | +$161K | 3.02% | 9 |
|
|
2024
Q1 | $12.9M | Sell |
314,321
-21,219
| -6% | -$868K | 3.32% | 8 |
|
|
2023
Q4 | $12.5M | Sell |
335,540
-6,283
| -2% | -$234K | 3.87% | 7 |
|
|
2023
Q3 | $11.6M | Sell |
341,823
-19,121
| -5% | -$650K | 4.45% | 7 |
|
|
2023
Q2 | $12.5M | Sell |
360,944
-24,699
| -6% | -$852K | 5.34% | 6 |
|
|
2023
Q1 | $12.9M | Sell |
385,643
-112,503
| -23% | -$3.77M | 5.96% | 4 |
|
|
2022
Q4 | $16.7M | Buy |
+498,146
| New | +$16.7M | 8.72% | 3 |
|