Clarity Capital Advisors’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 | $2.69M | Sell |
63,689
-1,414
| -2% | -$59.8K | 1.57% | 19 |
|
|
2025
Q1 | $2.68M | Sell |
65,103
-4,040
| -6% | -$166K | 1.76% | 19 |
|
|
2024
Q4 | $2.83M | Buy |
69,143
+241
| +0.3% | +$9.86K | 1.9% | 18 |
|
|
2024
Q3 | $2.87M | Buy |
68,902
+235
| +0.3% | +$9.8K | 2.06% | 16 |
|
|
2024
Q2 | $2.7M | Sell |
68,667
-899
| -1% | -$35.3K | 2.08% | 15 |
|
|
2024
Q1 | $2.85M | Sell |
69,566
-9,567
| -12% | -$391K | 2.27% | 15 |
|
|
2023
Q4 | $2.95M | Buy |
+79,133
| New | +$2.95M | 2.56% | 13 |
|