Forvis Mazars 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
Q1 | – | Sell |
-6,649
| Closed | -$272K | – | 396 |
|
|
2024
Q4 | $272K | Buy |
6,649
+1
| +0% | +$41 | 0.01% | 380 |
|
|
2024
Q3 | $277K | Buy |
6,648
+1
| +0% | +$42 | 0.01% | 393 |
|
|
2024
Q2 | $261K | Sell |
6,647
-55
| -0.8% | -$2.16K | 0.01% | 365 |
|
|
2024
Q1 | $274K | Sell |
6,702
-99
| -1% | -$4.05K | 0.01% | 358 |
|
|
2023
Q4 | $253K | Sell |
6,801
-530
| -7% | -$19.7K | 0.01% | 352 |
|
|
2023
Q3 | $249K | Sell |
7,331
-417
| -5% | -$14.2K | 0.01% | 350 |
|
|
2023
Q2 | $267K | Hold |
7,748
| – | – | 0.01% | 369 |
|
|
2023
Q1 | $259K | Sell |
7,748
-360
| -4% | -$12.1K | 0.01% | 359 |
|
|
2022
Q4 | $271K | Sell |
8,108
-999
| -11% | -$33.4K | 0.01% | 342 |
|
|
2022
Q3 | $269K | Buy |
+9,107
| New | +$269K | 0.01% | 334 |
|