APC
Asset Planning Corporation’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 | $1.23M | Sell |
29,156
-4,541
| -13% | -$192K | 0.66% | 23 |
|
|
2025
Q1 | $1.39M | Sell |
33,697
-784
| -2% | -$32.3K | 0.82% | 21 |
|
|
2024
Q4 | $1.41M | Sell |
34,481
-382
| -1% | -$15.6K | 0.88% | 21 |
|
|
2024
Q3 | $1.45M | Buy |
34,863
+18
| +0.1% | +$750 | 0.95% | 19 |
|
|
2024
Q2 | $1.37M | Sell |
34,845
-2,114
| -6% | -$83K | 1.02% | 18 |
|
|
2024
Q1 | $1.51M | Sell |
36,959
-6,784
| -16% | -$277K | 1.1% | 18 |
|
|
2023
Q4 | $1.63M | Sell |
43,743
-237
| -0.5% | -$8.82K | 1.26% | 15 |
|
|
2023
Q3 | $1.5M | Buy |
43,980
+84
| +0.2% | +$2.86K | 1.15% | 16 |
|
|
2023
Q2 | $1.51M | Buy |
43,896
+82
| +0.2% | +$2.83K | 1.15% | 16 |
|
|
2023
Q1 | $1.47M | Sell |
43,814
-227
| -0.5% | -$7.6K | 1.18% | 16 |
|
|
2022
Q4 | $1.47M | Buy |
44,041
+89
| +0.2% | +$2.98K | 1.23% | 15 |
|
|
2022
Q3 | $1.3M | Buy |
43,952
+119
| +0.3% | +$3.52K | 1.22% | 15 |
|
|
2022
Q2 | $1.39M | Buy |
+43,833
| New | +$1.39M | 1.2% | 14 |
|