Avantax Planning Partners’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 | $1.55M | Sell |
36,737
-799
| -2% | -$33.8K | 0.05% | 152 |
|
|
2025
Q1 | $1.55M | Buy |
37,536
+964
| +3% | +$39.7K | 0.05% | 144 |
|
|
2024
Q4 | $1.5M | Hold |
36,572
| – | – | 0.05% | 144 |
|
|
2024
Q3 | $1.52M | Sell |
36,572
-405
| -1% | -$16.9K | 0.05% | 144 |
|
|
2024
Q2 | $1.45M | Sell |
36,977
-2,315
| -6% | -$90.9K | 0.05% | 168 |
|
|
2024
Q1 | $1.61M | Buy |
39,292
+16,348
| +71% | +$669K | 0.05% | 169 |
|
|
2023
Q4 | $854K | Hold |
22,944
| – | – | 0.03% | 183 |
|
|
2023
Q3 | $781K | Buy |
22,944
+5,179
| +29% | +$176K | 0.03% | 183 |
|
|
2023
Q2 | $613K | Sell |
17,765
-110
| -0.6% | -$3.8K | 0.02% | 218 |
|
|
2023
Q1 | $598K | Hold |
17,875
| – | – | 0.02% | 218 |
|
|
2022
Q4 | $598K | Hold |
17,875
| – | – | 0.02% | 220 |
|
|
2022
Q3 | $529K | Hold |
17,875
| – | – | 0.02% | 217 |
|
|
2022
Q2 | $565K | Buy |
+17,875
| New | +$565K | 0.02% | 208 |
|