Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $527K | Buy |
14,155
+55
| +0.4% | +$2.05K | 0.04% | 137 |
|
|
2023
Q3 | $480K | Buy |
14,100
+13,701
| +3,434% | +$466K | 0.04% | 135 |
|
|
2023
Q2 | $13.8K | Buy |
399
+2
| +0.5% | +$69 | ﹤0.01% | 516 |
|
|
2023
Q1 | $13.3K | Buy |
397
+2
| +0.5% | +$67 | ﹤0.01% | 515 |
|
|
2022
Q4 | $13K | Buy |
395
+2
| +0.5% | +$66 | ﹤0.01% | 525 |
|
|
2022
Q3 | $12K | Buy |
393
+2
| +0.5% | +$61 | ﹤0.01% | 506 |
|
|
2022
Q2 | $12K | Buy |
+391
| New | +$12K | ﹤0.01% | 527 |
|