Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $194K | Sell |
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|
2024
Q3 | $192K | Buy |
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|
2024
Q2 | $176K | Hold |
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|
2024
Q1 | $184K | Hold |
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|
2023
Q4 | $167K | Hold |
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|
2023
Q3 | $153K | Hold |
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|
2023
Q2 | $155K | Sell |
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|
2023
Q1 | $156K | Sell |
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|
2022
Q4 | $170K | Hold |
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|
2022
Q3 | $150K | Hold |
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|
2022
Q2 | $160K | Buy |
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