Eldridge Investment 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 | $1.16M | Sell |
27,355
-1,573
| -5% | -$66.5K | 0.24% | 68 |
|
|
2025
Q1 | $1.19M | Buy |
28,928
+104
| +0.4% | +$4.29K | 0.27% | 67 |
|
|
2024
Q4 | $1.18M | Buy |
28,824
+58
| +0.2% | +$2.37K | 0.27% | 70 |
|
|
2024
Q3 | $1.2M | Sell |
28,766
-217
| -0.7% | -$9.05K | 0.28% | 69 |
|
|
2024
Q2 | $1.14M | Sell |
28,983
-36
| -0.1% | -$1.41K | 0.29% | 72 |
|
|
2024
Q1 | $1.19M | Buy |
29,019
+37
| +0.1% | +$1.51K | 0.3% | 71 |
|
|
2023
Q4 | $1.08M | Sell |
28,982
-4,787
| -14% | -$178K | 0.28% | 75 |
|
|
2023
Q3 | $1.15M | Sell |
33,769
-100
| -0.3% | -$3.4K | 0.38% | 54 |
|
|
2023
Q2 | $1.17M | Sell |
33,869
-5,459
| -14% | -$188K | 0.38% | 53 |
|
|
2023
Q1 | $1.32M | Buy |
39,328
+3,845
| +11% | +$129K | 0.46% | 49 |
|
|
2022
Q4 | $1.19M | Buy |
35,483
+13,144
| +59% | +$440K | 0.42% | 48 |
|
|
2022
Q3 | $661K | Buy |
22,339
+11,997
| +116% | +$355K | 0.26% | 63 |
|
|
2022
Q2 | $327K | Buy |
+10,342
| New | +$327K | 0.12% | 95 |
|