Beacon Financial Advisory’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 | $1.56M | Sell |
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|
2025
Q2 | $1.57M | Buy |
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|
2025
Q1 | $1.5M | Sell |
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|
2024
Q4 | $1.63M | Buy |
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|
2024
Q3 | $1.65M | Buy |
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|
2024
Q2 | $1.5M | Buy |
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|
2024
Q1 | $1.46M | Buy |
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|
2023
Q4 | $1.28M | Sell |
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|
2023
Q3 | $1.34M | Buy |
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|
2023
Q2 | $1.3M | Buy |
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|
2023
Q1 | $1.14M | Buy |
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|
2022
Q4 | $527K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $451K | Buy |
|