YCG
Yeomans Consulting Group’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 | $4.55M | Buy |
106,269
+3,980
| +4% | +$170K | 1.88% | 18 |
|
2025
Q1 | $4.22M | Buy |
102,289
+3,121
| +3% | +$129K | 1.63% | 16 |
|
2024
Q4 | $4.06M | Sell |
99,168
-822
| -0.8% | -$33.6K | 1.52% | 15 |
|
2024
Q3 | $4.17M | Sell |
99,990
-224
| -0.2% | -$9.34K | 1.56% | 15 |
|
2024
Q2 | $3.94M | Buy |
100,214
+499
| +0.5% | +$19.6K | 1.52% | 14 |
|
2024
Q1 | $4.08M | Sell |
99,715
-109
| -0.1% | -$4.46K | 1.79% | 14 |
|
2023
Q4 | $3.72M | Buy |
+99,824
| New | +$3.72M | 1.85% | 13 |
|