Bison Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,627
| Closed | -$271K | – | 426 |
|
|
2024
Q2 | $271K | Hold |
6,627
| – | – | 0.04% | 347 |
|
|
2024
Q1 | $271K | Hold |
6,627
| – | – | 0.04% | 347 |
|
|
2023
Q4 | $247K | Sell |
6,627
-65
| -1% | -$2.42K | 0.04% | 351 |
|
|
2023
Q3 | $228K | Sell |
6,692
-159
| -2% | -$5.41K | 0.04% | 349 |
|
|
2023
Q2 | $236K | Buy |
+6,851
| New | +$236K | 0.04% | 332 |
|