Arkadios 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	$1.08M	Sell	25,490 -5,964	-19%	-$252K	0.03%	535
2025 Q1	$1.3M	Sell	31,454 -179,547	-85%	-$7.4M	0.05%	387
2024 Q4	$8.63M	Buy	211,001 +38,761	+23%	+$1.59M	0.47%	37
2024 Q3	$7.18M	Buy	172,240 +33,325	+24%	+$1.39M	0.41%	49
2024 Q2	$5.46M	Buy	+138,915	New	+$5.46M	0.37%	49