Atria Wealth Solutions’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $807K | Buy |
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|
2025
Q1 | $772K | Sell |
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|
2024
Q4 | $788K | Buy |
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|
2024
Q3 | $792K | Hold |
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|
2024
Q2 | $746K | Sell |
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|
2024
Q1 | $782K | Sell |
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|
2023
Q4 | $723K | Sell |
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|
2023
Q3 | $832K | Hold |
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|
2023
Q2 | $844K | Sell |
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|
2023
Q1 | $828K | Sell |
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|
2022
Q4 | $862K | Hold |
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|
2022
Q3 | $762K | Buy |
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|
2022
Q2 | $813K | Buy |
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