IFP Advisors’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 | $805K | Buy |
19,028
+15,245
| +403% | +$645K | 0.02% | 647 |
|
|
2025
Q1 | $156K | Buy |
3,783
+89
| +2% | +$3.67K | ﹤0.01% | 1295 |
|
|
2024
Q4 | $151K | Buy |
3,694
+171
| +5% | +$7K | ﹤0.01% | 1273 |
|
|
2024
Q3 | $147K | Sell |
3,523
-389
| -10% | -$16.2K | 0.01% | 1235 |
|
|
2024
Q2 | $154K | Sell |
3,912
-169
| -4% | -$6.64K | 0.01% | 1167 |
|
|
2024
Q1 | $167K | Buy |
4,081
+154
| +4% | +$6.3K | 0.01% | 1087 |
|
|
2023
Q4 | $146K | Sell |
3,927
-18
| -0.5% | -$670 | 0.01% | 1105 |
|
|
2023
Q3 | $134K | Sell |
3,945
-347
| -8% | -$11.8K | 0.01% | 1135 |
|
|
2023
Q2 | $148K | Sell |
4,292
-2,257
| -34% | -$77.9K | 0.01% | 1158 |
|
|
2023
Q1 | $226K | Sell |
6,549
-3,751
| -36% | -$130K | 0.01% | 901 |
|
|
2022
Q4 | $355K | Buy |
10,300
+13
| +0.1% | +$448 | 0.01% | 1059 |
|
|
2022
Q3 | $355K | Buy |
10,287
+519
| +5% | +$17.9K | 0.01% | 1097 |
|
|
2022
Q2 | $338K | Hold |
9,768
| – | – | 0.01% | 1013 |
|
|
2022
Q1 | $338K | Buy |
+9,768
| New | +$338K | 0.01% | 1013 |
|