Clearstead Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.33M | Buy |
|
|||||
|
2025
Q2 | $3.14M | Sell |
|
|||||
|
2025
Q1 | $3.36M | Sell |
|
|||||
|
2024
Q4 | $3.46M | Sell |
|
|||||
|
2024
Q3 | $3.53M | Sell |
|
|||||
|
2024
Q2 | $3.33M | Buy |
|
|||||
|
2024
Q1 | $873K | Hold |
|
|||||
|
2023
Q4 | $813K | Sell |
|
|||||
|
2023
Q3 | $1.49M | Buy |
|
|||||
|
2023
Q2 | $753K | Buy |
|
|||||
|
2023
Q1 | $496K | Buy |
|
|||||
|
2022
Q4 | $447K | Hold |
|
|||||
|
2022
Q3 | $395K | Sell |
|
|||||
|
2022
Q2 | $443K | Buy |
|