FWA
FSM Wealth Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $580K | Buy |
13,593
+8
| +0.1% | +$342 | 0.09% | 135 |
|
|
2025
Q1 | $560K | Buy |
13,585
+7
| +0.1% | +$288 | 0.13% | 99 |
|
|
2024
Q4 | $574K | Buy |
13,578
+7
| +0.1% | +$296 | 0.14% | 90 |
|
|
2024
Q3 | $566K | Buy |
13,571
+8
| +0.1% | +$334 | 0.15% | 86 |
|
|
2024
Q2 | $533K | Buy |
13,563
+7
| +0.1% | +$275 | 0.18% | 82 |
|
|
2024
Q1 | $554K | Sell |
13,556
-330
| -2% | -$13.5K | 0.2% | 80 |
|
|
2023
Q4 | $517K | Buy |
13,886
+6
| +0% | +$223 | 0.22% | 81 |
|
|
2023
Q3 | $472K | Sell |
13,880
-401
| -3% | -$13.6K | 0.24% | 80 |
|
|
2023
Q2 | $498K | Hold |
14,281
| – | – | 0.25% | 82 |
|
|
2023
Q1 | $478K | Hold |
14,281
| – | – | 0.28% | 79 |
|
|
2022
Q4 | $478K | Buy |
14,281
+1,775
| +14% | +$59.4K | 0.34% | 75 |
|
|
2022
Q3 | $370K | Buy |
+12,506
| New | +$370K | 0.31% | 85 |
|