Beacon Financial Advisory’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 | $1.57M | Buy |
37,062
+724
| +2% | +$30.6K | 0.41% | 53 |
|
|
2025
Q1 | $1.5M | Sell |
36,338
-3,477
| -9% | -$143K | 0.45% | 46 |
|
|
2024
Q4 | $1.63M | Buy |
39,815
+322
| +0.8% | +$13.2K | 0.53% | 40 |
|
|
2024
Q3 | $1.65M | Buy |
39,493
+1,224
| +3% | +$51K | 0.56% | 39 |
|
|
2024
Q2 | $1.5M | Buy |
38,269
+2,559
| +7% | +$100K | 0.56% | 35 |
|
|
2024
Q1 | $1.46M | Buy |
35,710
+1,417
| +4% | +$58K | 0.71% | 26 |
|
|
2023
Q4 | $1.28M | Sell |
34,293
-5,142
| -13% | -$191K | 0.62% | 36 |
|
|
2023
Q3 | $1.34M | Buy |
39,435
+1,714
| +5% | +$58.3K | 0.74% | 29 |
|
|
2023
Q2 | $1.3M | Buy |
37,721
+3,739
| +11% | +$129K | 0.75% | 32 |
|
|
2023
Q1 | $1.14M | Buy |
33,982
+18,243
| +116% | +$611K | 0.72% | 34 |
|
|
2022
Q4 | $527K | Buy |
+15,739
| New | +$527K | 0.38% | 88 |
|
|
2022
Q3 | – | Sell |
-14,281
| Closed | -$451K | – | 198 |
|
|
2022
Q2 | $451K | Buy |
+14,281
| New | +$451K | 0.26% | 129 |
|