CIAS
CFS Investment Advisory Services’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 | $3.83M | Sell |
90,476
-4,998
| -5% | -$211K | 0.31% | 71 |
|
|
2025
Q1 | $3.93M | Sell |
95,474
-6,251
| -6% | -$258K | 0.35% | 63 |
|
|
2024
Q4 | $4.16M | Sell |
101,725
-635
| -0.6% | -$26K | 0.37% | 58 |
|
|
2024
Q3 | $4.27M | Sell |
102,360
-678
| -0.7% | -$28.3K | 0.36% | 57 |
|
|
2024
Q2 | $4.05M | Buy |
103,038
+1,686
| +2% | +$66.3K | 0.33% | 62 |
|
|
2024
Q1 | $4.15M | Sell |
101,352
-1,473
| -1% | -$60.2K | 0.7% | 30 |
|
|
2023
Q4 | $3.83M | Buy |
102,825
+1,786
| +2% | +$66.5K | 0.69% | 27 |
|
|
2023
Q3 | $3.44M | Buy |
101,039
+28,330
| +39% | +$964K | 0.55% | 37 |
|
|
2023
Q2 | $2.51M | Buy |
72,709
+4,734
| +7% | +$163K | 0.32% | 59 |
|
|
2023
Q1 | $2.28M | Buy |
67,975
+16,649
| +32% | +$557K | 0.41% | 39 |
|
|
2022
Q4 | $1.72M | Sell |
51,326
-176,168
| -77% | -$5.9M | 0.39% | 37 |
|
|
2022
Q3 | $227K | Buy |
+227,494
| New | +$227K | 0.05% | 120 |
|