Avantax Advisory Services’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 | $1.49M | Buy |
35,159
+3,350
| +11% | +$142K | 0.01% | 942 |
|
|
2025
Q1 | $1.31M | Buy |
31,809
+365
| +1% | +$15K | 0.01% | 952 |
|
|
2024
Q4 | $1.29M | Buy |
31,444
+81
| +0.3% | +$3.32K | 0.01% | 929 |
|
|
2024
Q3 | $1.31M | Sell |
31,363
-872
| -3% | -$36.4K | 0.01% | 889 |
|
|
2024
Q2 | $1.27M | Buy |
32,235
+3,031
| +10% | +$119K | 0.01% | 866 |
|
|
2024
Q1 | $1.19M | Sell |
29,204
-82
| -0.3% | -$3.35K | 0.01% | 688 |
|
|
2023
Q4 | $1.09M | Buy |
29,286
+1,258
| +4% | +$46.8K | 0.01% | 680 |
|
|
2023
Q3 | $954K | Sell |
28,028
-48
| -0.2% | -$1.63K | 0.01% | 711 |
|
|
2023
Q2 | $969K | Sell |
28,076
-1,035
| -4% | -$35.7K | 0.01% | 690 |
|
|
2023
Q1 | $975K | Sell |
29,111
-1,969
| -6% | -$65.9K | 0.01% | 676 |
|
|
2022
Q4 | $1.04M | Buy |
31,080
+63
| +0.2% | +$2.11K | 0.01% | 626 |
|
|
2022
Q3 | $918K | Sell |
31,017
-1,538
| -5% | -$45.5K | 0.01% | 582 |
|
|
2022
Q2 | $1.03M | Buy |
+32,555
| New | +$1.03M | 0.02% | 542 |
|