IFG Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.96M	Hold	40,523	–	–	0.32%	39
2025 Q4	$1.89M	Sell	40,523 -885	-2%	-$40.1K	0.31%	40
2025 Q3	$1.85M	Buy	41,408 +227	+0.6%	+$9.89K	0.3%	38
2025 Q2	$1.74M	Sell	41,181 -319	-0.8%	-$12.8K	0.29%	41
2025 Q1	$1.71M	Hold	41,500	–	–	0.33%	40
2024 Q4	$1.7M	Buy	41,500 +12,611	+44%	+$535K	0.34%	37
2024 Q3	$1.2M	Hold	28,889	–	–	0.26%	45
2024 Q2	$1.13M	Buy	28,889 +11,397	+65%	+$451K	0.27%	44
2024 Q1	$715K	Buy	17,492 +2,887	+20%	+$110K	0.19%	57
2023 Q4	$544K	Sell	14,605 -58	-0.4%	-$2K	0.16%	65
2023 Q3	$499K	Buy	14,663 +1,378	+10%	+$48.3K	0.18%	65
2023 Q2	$458K	Buy	13,285 +10	+0.1%	+$334	0.16%	70
2023 Q1	$444K	Sell	13,275 -338	-2%	-$11.6K	0.18%	65
2022 Q4	$456K	Sell	13,613 -382	-3%	-$12.7K	0.2%	60
2022 Q3	$414K	Buy	13,995 +11	+0.1%	+$358	0.21%	63
2022 Q2	$442K	Buy	+13,984	New	+$465K	0.22%	60