Allegiance Financial Group 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 | $989K | Buy |
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|
2025
Q2 | $935K | Sell |
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|
2025
Q1 | $949K | Buy |
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|
2024
Q4 | $942K | Sell |
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|
2024
Q3 | $968K | Buy |
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|
2024
Q2 | $869K | Buy |
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|
2024
Q1 | $904K | Buy |
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|
2023
Q4 | $822K | Sell |
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|
2023
Q3 | $758K | Buy |
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|
2023
Q2 | $769K | Sell |
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|
2023
Q1 | $1.12M | Buy |
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|
2022
Q4 | $1.12M | Buy |
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