Aptus Capital 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 | $2.3M | Buy |
54,401
+16
| +0% | +$676 | 0.02% | 387 |
|
|
2025
Q1 | $2.24M | Sell |
54,385
-878
| -2% | -$36.2K | 0.02% | 372 |
|
|
2024
Q4 | $2.26M | Buy |
55,263
+5,719
| +12% | +$234K | 0.02% | 373 |
|
|
2024
Q3 | $2.07M | Sell |
49,544
-724
| -1% | -$30.2K | 0.03% | 310 |
|
|
2024
Q2 | $1.97M | Sell |
50,268
-564
| -1% | -$22.1K | 0.03% | 291 |
|
|
2024
Q1 | $2.08M | Buy |
50,832
+683
| +1% | +$27.9K | 0.04% | 285 |
|
|
2023
Q4 | $1.87M | Buy |
50,149
+17
| +0% | +$633 | 0.05% | 227 |
|
|
2023
Q3 | $1.71M | Sell |
50,132
-1,462
| -3% | -$49.7K | 0.05% | 237 |
|
|
2023
Q2 | $1.78M | Sell |
51,594
-400
| -0.8% | -$13.8K | 0.04% | 223 |
|
|
2023
Q1 | $1.74M | Buy |
51,994
+49,507
| +1,991% | +$1.66M | 0.05% | 225 |
|
|
2022
Q4 | $83.3K | Hold |
2,487
| – | – | ﹤0.01% | 547 |
|
|
2022
Q3 | $74K | Hold |
2,487
| – | – | ﹤0.01% | 515 |
|
|
2022
Q2 | $79K | Buy |
+2,487
| New | +$79K | ﹤0.01% | 429 |
|