Altiora Financial Group’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 | $12.8M | Sell |
303,439
-4,134
| -1% | -$175K | 2.51% | 11 |
|
|
2025
Q1 | $12.7M | Buy |
307,573
+5,521
| +2% | +$228K | 2.7% | 9 |
|
|
2024
Q4 | $12.4M | Sell |
302,052
-15,198
| -5% | -$622K | 2.69% | 10 |
|
|
2024
Q3 | $13.2M | Buy |
317,250
+61
| +0% | +$2.54K | 2.92% | 8 |
|
|
2024
Q2 | $12.5M | Buy |
317,189
+220
| +0.1% | +$8.64K | 2.99% | 10 |
|
|
2024
Q1 | $13M | Buy |
316,969
+4,913
| +2% | +$201K | 3.52% | 7 |
|
|
2023
Q4 | $11.6M | Buy |
312,056
+204,935
| +191% | +$7.63M | 3.37% | 7 |
|
|
2023
Q3 | $3.64M | Sell |
107,121
-33,899
| -24% | -$1.15M | 1.69% | 13 |
|
|
2023
Q2 | $4.87M | Sell |
141,020
-3,627
| -3% | -$125K | 2.14% | 10 |
|
|
2023
Q1 | $4.84M | Buy |
144,647
+179
| +0.1% | +$5.99K | 2.23% | 10 |
|
|
2022
Q4 | $4.84M | Buy |
+144,468
| New | +$4.84M | 2.41% | 8 |
|