Advisornet 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 | $150K | Buy |
3,556
+14
| +0.4% | +$592 | 0.01% | 641 |
|
|
2025
Q1 | $146K | Hold |
3,542
| – | – | 0.01% | 616 |
|
|
2024
Q4 | $145K | Sell |
3,542
-1,298
| -27% | -$53.1K | 0.01% | 578 |
|
|
2024
Q3 | $202K | Hold |
4,840
| – | – | 0.02% | 519 |
|
|
2024
Q2 | $190K | Hold |
4,840
| – | – | 0.02% | 487 |
|
|
2024
Q1 | $198K | Sell |
4,840
-50,815
| -91% | -$2.08M | 0.02% | 473 |
|
|
2023
Q4 | $2.07M | Buy |
55,655
+181
| +0.3% | +$6.74K | 0.19% | 124 |
|
|
2023
Q3 | $1.89M | Sell |
55,474
-1,046
| -2% | -$35.6K | 0.17% | 127 |
|
|
2023
Q2 | $1.95M | Sell |
56,520
-1,853
| -3% | -$63.9K | 0.17% | 138 |
|
|
2023
Q1 | $1.95M | Buy |
58,373
+3,397
| +6% | +$114K | 0.18% | 133 |
|
|
2022
Q4 | $1.84M | Sell |
54,976
-9,189
| -14% | -$308K | 0.18% | 136 |
|
|
2022
Q3 | $1.9M | Buy |
+64,165
| New | +$1.9M | 0.19% | 126 |
|