Integrated Advisors Network’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 | $1.12M | Buy |
26,417
+562
| +2% | +$23.8K | 0.05% | 328 |
|
2025
Q1 | $1.07M | Sell |
25,855
-5,682
| -18% | -$234K | 0.05% | 305 |
|
2024
Q4 | $1.29M | Buy |
31,537
+825
| +3% | +$33.8K | 0.06% | 266 |
|
2024
Q3 | $1.28M | Hold |
30,712
| – | – | 0.06% | 278 |
|
2024
Q2 | $1.21M | Buy |
30,712
+271
| +0.9% | +$10.6K | 0.06% | 274 |
|
2024
Q1 | $1.25M | Sell |
30,441
-368
| -1% | -$15.1K | 0.06% | 269 |
|
2023
Q4 | $1.15M | Sell |
30,809
-384
| -1% | -$14.3K | 0.06% | 266 |
|
2023
Q3 | $1.06M | Sell |
31,193
-422
| -1% | -$14.4K | 0.06% | 264 |
|
2023
Q2 | $1.09M | Sell |
31,615
-271
| -0.8% | -$9.35K | 0.06% | 272 |
|
2023
Q1 | $1.07M | Sell |
31,886
-5,543
| -15% | -$186K | 0.06% | 278 |
|
2022
Q4 | $1.25M | Sell |
37,429
-2,726
| -7% | -$91.3K | 0.08% | 249 |
|
2022
Q3 | $1.19M | Buy |
40,155
+2,230
| +6% | +$66K | 0.08% | 246 |
|
2022
Q2 | $1.2M | Buy |
+37,925
| New | +$1.2M | 0.08% | 250 |
|