Ancora Advisors’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 | $1.09M | Sell |
25,799
-12,957
| -33% | -$548K | 0.02% | 382 |
|
|
2025
Q1 | $1.6M | Sell |
38,756
-7,775
| -17% | -$320K | 0.04% | 307 |
|
|
2024
Q4 | $1.9M | Sell |
46,531
-18,689
| -29% | -$765K | 0.04% | 287 |
|
|
2024
Q3 | $2.72M | Sell |
65,220
-23,451
| -26% | -$978K | 0.06% | 233 |
|
|
2024
Q2 | $3.48M | Sell |
88,671
-139,389
| -61% | -$5.47M | 0.09% | 201 |
|
|
2024
Q1 | $9.33M | Sell |
228,060
-94,453
| -29% | -$3.86M | 0.21% | 95 |
|
|
2023
Q4 | $12M | Buy |
322,513
+13,913
| +5% | +$518K | 0.28% | 66 |
|
|
2023
Q3 | $10.5M | Buy |
308,600
+3,929
| +1% | +$134K | 0.28% | 69 |
|
|
2023
Q2 | $10.5M | Buy |
304,671
+34,932
| +13% | +$1.21M | 0.28% | 73 |
|
|
2023
Q1 | $9.03M | Buy |
269,739
+269,498
| +111,825% | +$9.02M | 0.26% | 77 |
|
|
2022
Q4 | $8K | Hold |
241
| – | – | ﹤0.01% | 1352 |
|
|
2022
Q3 | $7K | Buy |
+241
| New | +$7K | ﹤0.01% | 1526 |
|