Cladis Investment Advisory’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
2023
Q3
Sell
-6,911
Closed -$238K 135
2023
Q2
$238K Hold
6,911
0.21% 113
2023
Q1
$231K Buy
6,911
+908
+15% +$30.4K 0.21% 120
2022
Q4
$201K Buy
+6,003
New +$201K 0.2% 123