AWM
DFUV icon

Avior Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Avior Wealth Management’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,204
Closed -$49.3K – 1139
2024
Q4 		$49.3K Buy
1,204
+4
+0.3% +$170 ﹤0.01% 1157
2024
Q3 		$50K Buy
1,200
+4
+0.3% +$162 ﹤0.01% 1114
2024
Q2 		$47K Sell
1,196
-383
-24% -$15.2K ﹤0.01% 1111
2024
Q1 		$64.6K Sell
1,579
-4,376
-73% -$167K ﹤0.01% 1139
2023
Q4 		$222K Buy
5,955
+5,140
+631% +$177K 0.01% 503
2023
Q3 		$27.7K Buy
815
+5
+0.6% +$175 ﹤0.01% 891
2023
Q2 		$28K Buy
810
+4
+0.5% +$134 ﹤0.01% 876
2023
Q1 		$27K Buy
806
+3
+0.4% +$103 ﹤0.01% 901
2022
Q4 		$26.9K Buy
803
+4
+0.5% +$133 ﹤0.01% 717
2022
Q3 		$23K Sell
799
-928
-54% -$30.2K ﹤0.01% 720
2022
Q2 		$54K Buy
+1,727
New +$57.5K 0.01% 554

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PL
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IFA
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