IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.49M | Buy |
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|
2025
Q2 | $805K | Buy |
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|
2025
Q1 | $156K | Buy |
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|
2024
Q4 | $151K | Buy |
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|
2024
Q3 | $147K | Sell |
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|
2024
Q2 | $154K | Sell |
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|
2024
Q1 | $167K | Buy |
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|
2023
Q4 | $146K | Sell |
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|
2023
Q3 | $134K | Sell |
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|
2023
Q2 | $148K | Sell |
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|
2023
Q1 | $226K | Sell |
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|
2022
Q4 | $355K | Buy |
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|
2022
Q3 | $355K | Buy |
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|
2022
Q2 | $338K | Hold |
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|
2022
Q1 | $338K | Buy |
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