GFWA
Grey Fox 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 | $209K | Buy |
4,940
+23
| +0.5% | +$972 | 0.05% | 126 |
|
|
2025
Q1 | $203K | Buy |
4,917
+20
| +0.4% | +$824 | 0.05% | 124 |
|
|
2024
Q4 | $200K | Sell |
4,897
-40
| -0.8% | -$1.64K | 0.06% | 123 |
|
|
2024
Q3 | $206K | Buy |
+4,937
| New | +$206K | 0.06% | 120 |
|
|
2024
Q2 | – | Sell |
-4,894
| Closed | -$200K | – | 128 |
|
|
2024
Q1 | $200K | Buy |
+4,894
| New | +$200K | 0.08% | 123 |
|
|
2023
Q2 | – | Sell |
-4,809
| Closed | -$161K | – | 205 |
|
|
2023
Q1 | $161K | Buy |
4,809
+22
| +0.5% | +$737 | 0.1% | 111 |
|
|
2022
Q4 | $160K | Buy |
+4,787
| New | +$160K | 0.11% | 109 |
|