Avantax Planning Partners’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
Q3 | $945K | Sell |
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|
2025
Q2 | $1.55M | Sell |
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|
2025
Q1 | $1.55M | Buy |
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|
2024
Q4 | $1.5M | Hold |
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|
2024
Q3 | $1.52M | Sell |
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|
2024
Q2 | $1.45M | Sell |
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|
2024
Q1 | $1.61M | Buy |
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|
2023
Q4 | $854K | Hold |
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|
2023
Q3 | $781K | Buy |
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|
2023
Q2 | $613K | Sell |
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|
2023
Q1 | $598K | Hold |
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|
2022
Q4 | $598K | Hold |
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|
2022
Q3 | $529K | Hold |
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|
2022
Q2 | $565K | Buy |
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