EA
Efficient Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,064
| Closed | -$412K | – | 64 |
|
|
2024
Q4 | $412K | Sell |
10,064
-464
| -4% | -$19K | 0.03% | 56 |
|
|
2024
Q3 | $439K | Sell |
10,528
-52
| -0.5% | -$2.17K | 0.03% | 56 |
|
|
2024
Q2 | $415K | Sell |
10,580
-156
| -1% | -$6.13K | 0.03% | 57 |
|
|
2024
Q1 | $439K | Sell |
10,736
-643
| -6% | -$26.3K | 0.03% | 57 |
|
|
2023
Q4 | $424K | Sell |
11,379
-4,058
| -26% | -$151K | 0.03% | 57 |
|
|
2023
Q3 | $525K | Buy |
15,437
+150
| +1% | +$5.1K | 0.04% | 55 |
|
|
2023
Q2 | $527K | Buy |
15,287
+5,624
| +58% | +$194K | 0.03% | 59 |
|
|
2023
Q1 | $324K | Buy |
9,663
+573
| +6% | +$19.2K | 0.02% | 62 |
|
|
2022
Q4 | $304K | Sell |
9,090
-6,251
| -41% | -$209K | 0.03% | 56 |
|
|
2022
Q3 | $454K | Buy |
15,341
+280
| +2% | +$8.29K | 0.04% | 48 |
|
|
2022
Q2 | $476K | Buy |
+15,061
| New | +$476K | 0.04% | 47 |
|