Adero Partners’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
Q1 | $1.7M | Sell |
41,280
-2,235
| -5% | -$92.1K | 0.11% | 66 |
|
|
2024
Q4 | $1.78M | Sell |
43,515
-2,390
| -5% | -$97.8K | 0.11% | 63 |
|
|
2024
Q3 | $1.91M | Sell |
45,905
-3,896
| -8% | -$162K | 0.13% | 61 |
|
|
2024
Q2 | $1.96M | Sell |
49,801
-1,996
| -4% | -$78.4K | 0.14% | 60 |
|
|
2024
Q1 | $2.12M | Sell |
51,797
-16,970
| -25% | -$694K | 0.16% | 61 |
|
|
2023
Q4 | $2.56M | Buy |
68,767
+7
| +0% | +$261 | 0.22% | 51 |
|
|
2023
Q3 | $2.34M | Sell |
68,760
-2,621
| -4% | -$89.2K | 0.23% | 47 |
|
|
2023
Q2 | $2.46M | Sell |
71,381
-1,204
| -2% | -$41.5K | 0.24% | 47 |
|
|
2023
Q1 | $2.43M | Sell |
72,585
-7,021
| -9% | -$235K | 0.27% | 47 |
|
|
2022
Q4 | $2.67M | Sell |
79,606
-7,805
| -9% | -$261K | 0.32% | 37 |
|
|
2022
Q3 | $2.83M | Sell |
87,411
-1,901
| -2% | -$61.5K | 0.36% | 40 |
|
|
2022
Q2 | $2.78M | Buy |
+89,312
| New | +$2.78M | 0.39% | 38 |
|