IFG Advisory’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 | $1.19M | Buy |
28,221
+900
| +3% | +$38.1K | 0.06% | 305 |
|
|
2025
Q1 | $1.13M | Sell |
27,321
-117
| -0.4% | -$4.82K | 0.06% | 293 |
|
|
2024
Q4 | $1.12M | Sell |
27,438
-40
| -0.1% | -$1.64K | 0.06% | 276 |
|
|
2024
Q3 | $1.15M | Sell |
27,478
-794
| -3% | -$33.1K | 0.07% | 259 |
|
|
2024
Q2 | $1.11M | Sell |
28,272
-85
| -0.3% | -$3.34K | 0.07% | 261 |
|
|
2024
Q1 | $1.16M | Buy |
28,357
+4,148
| +17% | +$170K | 0.09% | 236 |
|
|
2023
Q4 | $901K | Buy |
24,209
+447
| +2% | +$16.6K | 0.07% | 261 |
|
|
2023
Q3 | $808K | Buy |
23,762
+414
| +2% | +$14.1K | 0.07% | 253 |
|
|
2023
Q2 | $806K | Sell |
23,348
-25
| -0.1% | -$863 | 0.07% | 232 |
|
|
2023
Q1 | $783K | Sell |
23,373
-567
| -2% | -$19K | 0.07% | 244 |
|
|
2022
Q4 | $801K | Sell |
23,940
-13,542
| -36% | -$453K | 0.08% | 235 |
|
|
2022
Q3 | $1.11M | Buy |
37,482
+13,772
| +58% | +$407K | 0.1% | 203 |
|
|
2022
Q2 | $749K | Buy |
+23,710
| New | +$749K | 0.08% | 237 |
|