GCA
Gradient Capital 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 | $5.65M | Buy |
133,613
+4,267
| +3% | +$180K | 1.67% | 17 |
|
|
2025
Q1 | $5.33M | Buy |
129,346
+695
| +0.5% | +$28.6K | 1.74% | 15 |
|
|
2024
Q4 | $5.26M | Sell |
128,651
-128
| -0.1% | -$5.24K | 1.7% | 16 |
|
|
2024
Q3 | $5.37M | Sell |
128,779
-786
| -0.6% | -$32.8K | 1.78% | 15 |
|
|
2024
Q2 | $5.09M | Sell |
129,565
-787
| -0.6% | -$30.9K | 1.82% | 14 |
|
|
2024
Q1 | $5.33M | Buy |
130,352
+379
| +0.3% | +$15.5K | 1.96% | 12 |
|
|
2023
Q4 | $4.84M | Sell |
129,973
-4,905
| -4% | -$183K | 1.84% | 14 |
|
|
2023
Q3 | $4.59M | Buy |
134,878
+486
| +0.4% | +$16.5K | 1.92% | 14 |
|
|
2023
Q2 | $4.64M | Buy |
134,392
+75
| +0.1% | +$2.59K | 1.86% | 14 |
|
|
2023
Q1 | $4.5M | Buy |
134,317
+6,107
| +5% | +$204K | 1.91% | 13 |
|
|
2022
Q4 | $4.29M | Buy |
128,210
+15,558
| +14% | +$521K | 1.95% | 12 |
|
|
2022
Q3 | $3.34M | Buy |
112,652
+35,831
| +47% | +$1.06M | 1.59% | 13 |
|
|
2022
Q2 | $2.43M | Buy |
+76,821
| New | +$2.43M | 1.17% | 25 |
|