Annapolis Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-43,672
| Closed | -$1.63M | – | 389 |
|
|
2023
Q4 | $1.63M | Sell |
43,672
-888
| -2% | -$33.1K | 0.41% | 54 |
|
|
2023
Q3 | $1.52M | Sell |
44,560
-525
| -1% | -$17.9K | 0.44% | 54 |
|
|
2023
Q2 | $1.56M | Hold |
45,085
| – | – | 0.44% | 52 |
|
|
2023
Q1 | $1.51M | Sell |
45,085
-3,845
| -8% | -$129K | 0.46% | 51 |
|
|
2022
Q4 | $1.64M | Buy |
48,930
+641
| +1% | +$21.5K | 0.53% | 46 |
|
|
2022
Q3 | $1.43M | Hold |
48,289
| – | – | 0.52% | 49 |
|
|
2022
Q2 | $1.53M | Buy |
+48,289
| New | +$1.53M | 0.55% | 46 |
|