Acorn Financial Advisory Services’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 | $404K | Sell |
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|
2025
Q2 | $391K | Sell |
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|
2025
Q1 | $408K | Buy |
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|
2024
Q4 | $405K | Buy |
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|
2024
Q3 | $413K | Hold |
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|
2024
Q2 | $389K | Hold |
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|
2024
Q1 | $405K | Hold |
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|
2023
Q4 | $368K | Hold |
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|
2023
Q3 | $337K | Hold |
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|
2023
Q2 | $341K | Hold |
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|
2023
Q1 | $331K | Sell |
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|
2022
Q4 | $617K | Sell |
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|
2022
Q3 | $683K | Buy |
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