Capital Investment Advisory Services’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 | $1.28M | Buy |
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2025
Q2 | $1.13M | Buy |
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|
2025
Q1 | $863K | Buy |
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|
2024
Q4 | $448K | Buy |
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|
2024
Q3 | $451K | Sell |
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|
2024
Q2 | $458K | Buy |
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|
2024
Q1 | $432K | Buy |
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|
2023
Q4 | $24K | Buy |
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|
2023
Q3 | $16.2K | Hold |
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|
2023
Q2 | $16.5K | Buy |
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|
2023
Q1 | $7.67K | Buy |
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