Arbor Wealth 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 | $869K | Hold |
20,543
| – | – | 0.7% | 24 |
|
|
2025
Q1 | $847K | Hold |
20,543
| – | – | 0.76% | 20 |
|
|
2024
Q4 | $841K | Hold |
20,543
| – | – | 0.75% | 21 |
|
|
2024
Q3 | $856K | Hold |
20,543
| – | – | 0.77% | 22 |
|
|
2024
Q2 | $807K | Sell |
20,543
-3,800
| -16% | -$149K | 0.8% | 20 |
|
|
2024
Q1 | $996K | Hold |
24,343
| – | – | 0.94% | 19 |
|
|
2023
Q4 | $906K | Buy |
+24,343
| New | +$906K | 0.93% | 18 |
|