Capital Investment Advisory Services’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 | $1.13M | Buy |
26,750
+5,799
| +28% | +$245K | 0.09% | 212 |
|
|
2025
Q1 | $863K | Buy |
20,951
+10,000
| +91% | +$412K | 0.08% | 233 |
|
|
2024
Q4 | $448K | Buy |
10,951
+136
| +1% | +$5.57K | 0.04% | 309 |
|
|
2024
Q3 | $451K | Sell |
10,815
-848
| -7% | -$35.4K | 0.04% | 319 |
|
|
2024
Q2 | $458K | Buy |
11,663
+1,105
| +10% | +$43.4K | 0.05% | 302 |
|
|
2024
Q1 | $432K | Buy |
10,558
+9,912
| +1,534% | +$405K | 0.05% | 329 |
|
|
2023
Q4 | $24K | Buy |
646
+169
| +35% | +$6.29K | ﹤0.01% | 734 |
|
|
2023
Q3 | $16.2K | Hold |
477
| – | – | ﹤0.01% | 718 |
|
|
2023
Q2 | $16.5K | Buy |
477
+248
| +108% | +$8.56K | ﹤0.01% | 710 |
|
|
2023
Q1 | $7.67K | Buy |
+229
| New | +$7.67K | ﹤0.01% | 759 |
|