Capital Investment Advisors’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 | $627K | Hold |
14,833
| – | – | 0.01% | 418 |
|
|
2025
Q1 | $611K | Hold |
14,833
| – | – | 0.01% | 407 |
|
|
2024
Q4 | $607K | Hold |
14,833
| – | – | 0.01% | 396 |
|
|
2024
Q3 | $618K | Hold |
14,833
| – | – | 0.01% | 378 |
|
|
2024
Q2 | $582K | Hold |
14,833
| – | – | 0.01% | 372 |
|
|
2024
Q1 | $607K | Hold |
14,833
| – | – | 0.01% | 365 |
|
|
2023
Q4 | $552K | Hold |
14,833
| – | – | 0.01% | 366 |
|
|
2023
Q3 | $505K | Hold |
14,833
| – | – | 0.01% | 356 |
|
|
2023
Q2 | $512K | Hold |
14,833
| – | – | 0.02% | 338 |
|
|
2023
Q1 | $497K | Hold |
14,833
| – | – | 0.01% | 350 |
|
|
2022
Q4 | $497K | Hold |
14,833
| – | – | 0.02% | 356 |
|
|
2022
Q3 | $439K | Buy |
+14,833
| New | +$439K | 0.02% | 353 |
|