Exencial Wealth Advisors’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
Q3 | $7.19M | Sell |
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|
2025
Q2 | $6.83M | Sell |
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|
2025
Q1 | $7.11M | Sell |
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|
2024
Q4 | $7.12M | Sell |
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|
2024
Q3 | $7.46M | Sell |
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|
2024
Q2 | $8.01M | Sell |
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|
2024
Q1 | $8.67M | Sell |
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|
2023
Q4 | $8.45M | Buy |
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|
2023
Q3 | $7.5M | Sell |
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|
2023
Q2 | $7.67M | Buy |
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|
2023
Q1 | $7.44M | Buy |
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|
2022
Q4 | $7.44M | Sell |
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|
2022
Q3 | $6.78M | Sell |
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|
2022
Q2 | $7.25M | Buy |
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