CWA
Cascade Wealth Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Sell |
54,306
-3,133
| -5% | -$133K | 1.31% | 21 |
|
|
2025
Q1 | $2.2M | Sell |
57,439
-12,280
| -18% | -$471K | 1.52% | 17 |
|
|
2024
Q4 | $2.85M | Sell |
69,719
-2,299
| -3% | -$94.1K | 1.93% | 18 |
|
|
2024
Q3 | $3M | Buy |
72,018
+914
| +1% | +$38.1K | 2.15% | 18 |
|
|
2024
Q2 | $2.88M | Sell |
71,104
-1,862
| -3% | -$75.4K | 2.13% | 18 |
|
|
2024
Q1 | $2.86M | Buy |
+72,966
| New | +$2.86M | 2.43% | 14 |
|