Zhang Financial’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 | $2.95M | Sell |
69,684
-666
| -0.9% | -$28.2K | 0.14% | 87 |
|
|
2025
Q1 | $2.9M | Buy |
70,350
+4,577
| +7% | +$189K | 0.15% | 82 |
|
|
2024
Q4 | $2.69M | Buy |
65,773
+157
| +0.2% | +$6.42K | 0.15% | 80 |
|
|
2024
Q3 | $2.74M | Sell |
65,616
-11,503
| -15% | -$480K | 0.17% | 69 |
|
|
2024
Q2 | $3.03M | Buy |
77,119
+212
| +0.3% | +$8.33K | 0.21% | 63 |
|
|
2024
Q1 | $3.15M | Buy |
76,907
+8,404
| +12% | +$344K | 0.23% | 61 |
|
|
2023
Q4 | $2.55M | Sell |
68,503
-124
| -0.2% | -$4.62K | 0.22% | 59 |
|
|
2023
Q3 | $2.33M | Sell |
68,627
-11,774
| -15% | -$401K | 0.24% | 58 |
|
|
2023
Q2 | $2.78M | Sell |
80,401
-2,895
| -3% | -$100K | 0.29% | 52 |
|
|
2023
Q1 | $2.79M | Buy |
83,296
+8,174
| +11% | +$274K | 0.32% | 50 |
|
|
2022
Q4 | $2.52M | Buy |
75,122
+49,911
| +198% | +$1.67M | 0.32% | 50 |
|
|
2022
Q3 | $747K | Sell |
25,211
-554
| -2% | -$16.4K | 0.11% | 97 |
|
|
2022
Q2 | $814K | Buy |
+25,765
| New | +$814K | 0.13% | 94 |
|