IWS
Integrity Wealth Solutions’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 | $325K | Buy |
7,692
+29
| +0.4% | +$1.23K | 0.16% | 87 |
|
2025
Q1 | $316K | Buy |
7,663
+31
| +0.4% | +$1.28K | 0.17% | 86 |
|
2024
Q4 | $312K | Sell |
7,632
-267
| -3% | -$10.9K | 0.17% | 76 |
|
2024
Q3 | $329K | Buy |
7,899
+33
| +0.4% | +$1.38K | 0.19% | 72 |
|
2024
Q2 | $309K | Buy |
+7,866
| New | +$309K | 0.2% | 74 |
|