IA
IFG 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 | $1.74M | Sell |
41,181
-319
| -0.8% | -$13.5K | 0.29% | 41 |
|
|
2025
Q1 | $1.71M | Hold |
41,500
| – | – | 0.33% | 40 |
|
|
2024
Q4 | $1.7M | Buy |
41,500
+12,611
| +44% | +$516K | 0.34% | 37 |
|
|
2024
Q3 | $1.2M | Hold |
28,889
| – | – | 0.26% | 45 |
|
|
2024
Q2 | $1.13M | Buy |
28,889
+11,397
| +65% | +$448K | 0.27% | 44 |
|
|
2024
Q1 | $715K | Buy |
17,492
+2,887
| +20% | +$118K | 0.19% | 57 |
|
|
2023
Q4 | $544K | Sell |
14,605
-58
| -0.4% | -$2.16K | 0.16% | 65 |
|
|
2023
Q3 | $499K | Buy |
14,663
+1,378
| +10% | +$46.9K | 0.18% | 65 |
|
|
2023
Q2 | $458K | Buy |
13,285
+10
| +0.1% | +$345 | 0.16% | 70 |
|
|
2023
Q1 | $444K | Sell |
13,275
-338
| -2% | -$11.3K | 0.18% | 65 |
|
|
2022
Q4 | $456K | Sell |
13,613
-382
| -3% | -$12.8K | 0.2% | 60 |
|
|
2022
Q3 | $414K | Buy |
13,995
+11
| +0.1% | +$325 | 0.21% | 63 |
|
|
2022
Q2 | $442K | Buy |
+13,984
| New | +$442K | 0.22% | 60 |
|