Avior Wealth Management’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
Q1 | – | Sell |
-1,204
| Closed | -$49.3K | – | 1140 |
|
|
2024
Q4 | $49.3K | Buy |
1,204
+4
| +0.3% | +$164 | ﹤0.01% | 1157 |
|
|
2024
Q3 | $50K | Buy |
1,200
+4
| +0.3% | +$167 | ﹤0.01% | 1114 |
|
|
2024
Q2 | $47K | Sell |
1,196
-383
| -24% | -$15.1K | ﹤0.01% | 1111 |
|
|
2024
Q1 | $64.6K | Sell |
1,579
-4,376
| -73% | -$179K | ﹤0.01% | 1139 |
|
|
2023
Q4 | $222K | Buy |
5,955
+5,140
| +631% | +$191K | 0.01% | 503 |
|
|
2023
Q3 | $27.7K | Buy |
815
+5
| +0.6% | +$170 | ﹤0.01% | 891 |
|
|
2023
Q2 | $28K | Buy |
810
+4
| +0.5% | +$138 | ﹤0.01% | 876 |
|
|
2023
Q1 | $27K | Buy |
806
+3
| +0.4% | +$101 | ﹤0.01% | 901 |
|
|
2022
Q4 | $26.9K | Buy |
803
+4
| +0.5% | +$134 | ﹤0.01% | 717 |
|
|
2022
Q3 | $23K | Sell |
799
-928
| -54% | -$26.7K | ﹤0.01% | 720 |
|
|
2022
Q2 | $54K | Buy |
+1,727
| New | +$54K | 0.01% | 554 |
|