Acorn Financial Advisory Services’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 | $391K | Sell |
9,259
-642
| -6% | -$27.1K | 0.06% | 130 |
|
|
2025
Q1 | $408K | Buy |
9,901
+2
| +0% | +$82 | 0.07% | 122 |
|
|
2024
Q4 | $405K | Buy |
9,899
+3
| +0% | +$123 | 0.07% | 133 |
|
|
2024
Q3 | $413K | Hold |
9,896
| – | – | 0.07% | 127 |
|
|
2024
Q2 | $389K | Hold |
9,896
| – | – | 0.07% | 125 |
|
|
2024
Q1 | $405K | Hold |
9,896
| – | – | 0.08% | 126 |
|
|
2023
Q4 | $368K | Hold |
9,896
| – | – | 0.06% | 176 |
|
|
2023
Q3 | $337K | Hold |
9,896
| – | – | 0.06% | 180 |
|
|
2023
Q2 | $341K | Hold |
9,896
| – | – | 0.06% | 177 |
|
|
2023
Q1 | $331K | Sell |
9,896
-8,520
| -46% | -$285K | 0.06% | 169 |
|
|
2022
Q4 | $617K | Sell |
18,416
-4,665
| -20% | -$156K | 0.13% | 104 |
|
|
2022
Q3 | $683K | Buy |
+23,081
| New | +$683K | 0.16% | 99 |
|