IWA
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Icon Wealth Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Icon Wealth Advisors’s Portfolio DFUV Stock Details DFUV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$138K Hold
3,275
– – 0.01% 436
2025
Q1 		$135K Sell
3,275
-143
-4% -$5.89K 0.01% 424
2024
Q4 		$140K Buy
+3,418
New +$140K 0.01% 444