Atria Wealth Solutions’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $807K | Buy |
19,048
+323
| +2% | +$13.7K | 0.02% | 727 |
|
|
2025
Q1 | $772K | Sell |
18,725
-541
| -3% | -$22.3K | 0.01% | 978 |
|
|
2024
Q4 | $788K | Buy |
19,266
+275
| +1% | +$11.3K | 0.01% | 1020 |
|
|
2024
Q3 | $792K | Hold |
18,991
| – | – | 0.01% | 1008 |
|
|
2024
Q2 | $746K | Sell |
18,991
-117
| -0.6% | -$4.6K | 0.01% | 1021 |
|
|
2024
Q1 | $782K | Sell |
19,108
-324
| -2% | -$13.3K | 0.01% | 1019 |
|
|
2023
Q4 | $723K | Sell |
19,432
-5,036
| -21% | -$187K | 0.01% | 1011 |
|
|
2023
Q3 | $832K | Hold |
24,468
| – | – | 0.01% | 888 |
|
|
2023
Q2 | $844K | Sell |
24,468
-265
| -1% | -$9.14K | 0.01% | 914 |
|
|
2023
Q1 | $828K | Sell |
24,733
-1,000
| -4% | -$33.5K | 0.01% | 870 |
|
|
2022
Q4 | $862K | Hold |
25,733
| – | – | 0.01% | 815 |
|
|
2022
Q3 | $762K | Buy |
25,733
+1
| +0% | +$30 | 0.01% | 825 |
|
|
2022
Q2 | $813K | Buy |
+25,732
| New | +$813K | 0.02% | 763 |
|