Great Valley Advisor Group’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 | $694K | Hold |
16,409
| – | – | 0.02% | 523 |
|
|
2025
Q1 | $676K | Hold |
16,409
| – | – | 0.01% | 523 |
|
|
2024
Q4 | $671K | Hold |
16,409
| – | – | 0.02% | 520 |
|
|
2024
Q3 | $684K | Sell |
16,409
-528
| -3% | -$22K | 0.02% | 494 |
|
|
2024
Q2 | $665K | Hold |
16,937
| – | – | 0.02% | 463 |
|
|
2024
Q1 | $693K | Hold |
16,937
| – | – | 0.02% | 429 |
|
|
2023
Q4 | $630K | Buy |
+16,937
| New | +$630K | 0.02% | 412 |
|