AWM
Ariadne Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.28M | Sell |
166,849
-36,467
| -18% | -$1.59M | 3.48% | 2 |
|
|
2025
Q1 | $8.16M | Sell |
203,316
-1,628
| -0.8% | -$65.3K | 4.26% | 1 |
|
|
2024
Q4 | $8.74M | Buy |
204,944
+25,986
| +15% | +$1.11M | 4% | 3 |
|
|
2024
Q3 | $7.76M | Sell |
178,958
-2,124
| -1% | -$92.1K | 4.23% | 2 |
|
|
2024
Q2 | $7.11M | Buy |
+181,082
| New | +$7.11M | 5.5% | 1 |
|