Financial Synergies Wealth 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 | $13.4M | Buy |
317,230
+1,098
| +0.3% | +$46.4K | 1.46% | 14 |
|
|
2025
Q1 | $13M | Buy |
316,132
+1,070
| +0.3% | +$44.1K | 1.59% | 14 |
|
|
2024
Q4 | $12.9M | Buy |
315,062
+890
| +0.3% | +$36.4K | 1.6% | 14 |
|
|
2024
Q3 | $13.1M | Buy |
314,172
+3,293
| +1% | +$137K | 1.63% | 14 |
|
|
2024
Q2 | $12.2M | Buy |
310,879
+1,357
| +0.4% | +$53.3K | 1.64% | 14 |
|
|
2024
Q1 | $12.7M | Sell |
309,522
-46,834
| -13% | -$1.92M | 1.66% | 14 |
|
|
2023
Q4 | $11.9M | Buy |
356,356
+44,847
| +14% | +$1.5M | 1.85% | 15 |
|
|
2023
Q3 | $10.6M | Buy |
311,509
+601
| +0.2% | +$20.4K | 1.53% | 16 |
|
|
2023
Q2 | $10.7M | Sell |
310,908
-47,024
| -13% | -$1.62M | 1.5% | 16 |
|
|
2023
Q1 | $12M | Buy |
357,932
+1,576
| +0.4% | +$52.8K | 1.76% | 15 |
|
|
2022
Q4 | $11.9M | Buy |
356,356
+1,385
| +0.4% | +$46.4K | 1.85% | 15 |
|
|
2022
Q3 | $10.5M | Buy |
354,971
+2,615
| +0.7% | +$77.4K | 1.81% | 15 |
|
|
2022
Q2 | $11.1M | Buy |
+352,356
| New | +$11.1M | 1.81% | 14 |
|