Guardian Wealth Advisors (North Carolina)’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 | $105K | Hold |
2,487
| – | – | 0.01% | 361 |
|
|
2025
Q1 | $102K | Hold |
2,487
| – | – | 0.01% | 347 |
|
|
2024
Q4 | $102K | Hold |
2,487
| – | – | 0.01% | 337 |
|
|
2024
Q3 | $104K | Hold |
2,487
| – | – | 0.01% | 281 |
|
|
2024
Q2 | $97.7K | Hold |
2,487
| – | – | 0.01% | 274 |
|
|
2024
Q1 | $102K | Hold |
2,487
| – | – | 0.01% | 286 |
|
|
2023
Q4 | $92.6K | Hold |
2,487
| – | – | 0.01% | 270 |
|
|
2023
Q3 | $84.6K | Hold |
2,487
| – | – | 0.01% | 266 |
|
|
2023
Q2 | $85.8K | Hold |
2,487
| – | – | 0.01% | 256 |
|
|
2023
Q1 | $83.3K | Hold |
2,487
| – | – | 0.01% | 242 |
|
|
2022
Q4 | $83.3K | Hold |
2,487
| – | – | 0.02% | 228 |
|
|
2022
Q3 | $74K | Hold |
2,487
| – | – | 0.01% | 221 |
|
|
2022
Q2 | $79K | Buy |
+2,487
| New | +$79K | 0.01% | 213 |
|