IAG Wealth Partners’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 | $19.3K | Hold |
456
| – | – | ﹤0.01% | 284 |
|
2025
Q1 | $18.8K | Hold |
456
| – | – | ﹤0.01% | 280 |
|
2024
Q4 | $18.7K | Hold |
456
| – | – | ﹤0.01% | 289 |
|
2024
Q3 | $19K | Hold |
456
| – | – | ﹤0.01% | 283 |
|
2024
Q2 | $17.9K | Hold |
456
| – | – | ﹤0.01% | 275 |
|
2024
Q1 | $18.7K | Hold |
456
| – | – | ﹤0.01% | 242 |
|
2023
Q4 | $17K | Hold |
456
| – | – | ﹤0.01% | 248 |
|
2023
Q3 | $15.5K | Hold |
456
| – | – | ﹤0.01% | 247 |
|
2023
Q2 | $15.7K | Hold |
456
| – | – | ﹤0.01% | 262 |
|
2023
Q1 | $15.3K | Hold |
456
| – | – | ﹤0.01% | 257 |
|
2022
Q4 | $15.3K | Hold |
456
| – | – | ﹤0.01% | 243 |
|
2022
Q3 | $14K | Hold |
456
| – | – | ﹤0.01% | 236 |
|
2022
Q2 | $14K | Buy |
+456
| New | +$14K | ﹤0.01% | 239 |
|