Capital Advisors Inc’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	$534K	Hold	12,628	–	–	0.01%	196
2025 Q1	$520K	Buy	12,628 +4,709	+59%	+$194K	0.01%	193
2024 Q4	$324K	Hold	7,919	–	–	0.01%	240
2024 Q3	$330K	Hold	7,919	–	–	0.01%	238
2024 Q2	$311K	Buy	+7,919	New	+$311K	0.01%	244