Farther Finance 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 | $17.8M | Sell |
421,576
-4,841
| -1% | -$205K | 0.36% | 50 |
|
|
2025
Q1 | $17.6M | Sell |
426,417
-10,469
| -2% | -$431K | 0.45% | 36 |
|
|
2024
Q4 | $17.9M | Buy |
436,886
+11,335
| +3% | +$464K | 0.65% | 24 |
|
|
2024
Q3 | $17.7M | Buy |
425,551
+248,793
| +141% | +$10.4M | 0.67% | 24 |
|
|
2024
Q2 | $6.91M | Buy |
176,758
+9,999
| +6% | +$391K | 0.33% | 54 |
|
|
2024
Q1 | $6.8M | Sell |
166,759
-2,463
| -1% | -$100K | 0.41% | 45 |
|
|
2023
Q4 | $6.3M | Buy |
169,222
+167,070
| +7,763% | +$6.22M | 0.45% | 43 |
|
|
2023
Q3 | $73.2K | Hold |
2,152
| – | – | 0.01% | 664 |
|
|
2023
Q2 | $74.2K | Hold |
2,152
| – | – | 0.02% | 550 |
|
|
2023
Q1 | $72K | Buy |
+2,152
| New | +$72K | 0.02% | 501 |
|