Coppell Advisory Solutions’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
Q1 | – | Sell |
-522
| Closed | -$21.3K | – | 698 |
|
|
2024
Q4 | $21.3K | Hold |
522
| – | – | ﹤0.01% | 860 |
|
|
2024
Q3 | $21.7K | Hold |
522
| – | – | ﹤0.01% | 840 |
|
|
2024
Q2 | $20.5K | Buy |
+522
| New | +$20.5K | ﹤0.01% | 777 |
|
|
2023
Q4 | $19.4K | Buy |
+522
| New | +$19.4K | ﹤0.01% | 750 |
|
|
2023
Q3 | – | Sell |
-522
| Closed | -$17.9K | – | 1280 |
|
|
2023
Q2 | $17.9K | Buy |
+522
| New | +$17.9K | 0.01% | 575 |
|