Elevate Wealth Advisory’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 | $473K | Buy |
11,181
+88
| +0.8% | +$3.72K | 0.34% | 46 |
|
|
2025
Q1 | $457K | Buy |
11,093
+26
| +0.2% | +$1.07K | 0.32% | 49 |
|
|
2024
Q4 | $453K | Sell |
11,067
-452
| -4% | -$18.5K | 0.34% | 44 |
|
|
2024
Q3 | $480K | Sell |
11,519
-270
| -2% | -$11.3K | 0.36% | 42 |
|
|
2024
Q2 | $463K | Buy |
11,789
+28
| +0.2% | +$1.1K | 0.38% | 41 |
|
|
2024
Q1 | $481K | Buy |
11,761
+23
| +0.2% | +$941 | 0.42% | 34 |
|
|
2023
Q4 | $437K | Buy |
+11,738
| New | +$437K | 0.4% | 36 |
|