Investment Advisory Group’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 | $4.15M | Hold |
98,192
| – | – | 1.26% | 19 |
|
|
2025
Q1 | $4.05M | Hold |
98,192
| – | – | 1.35% | 19 |
|
|
2024
Q4 | $4.02M | Hold |
98,192
| – | – | 1.35% | 18 |
|
|
2024
Q3 | $4.09M | Buy |
98,192
+165
| +0.2% | +$6.88K | 1.42% | 19 |
|
|
2024
Q2 | $3.85M | Buy |
98,027
+380
| +0.4% | +$14.9K | 1.49% | 19 |
|
|
2024
Q1 | $3.99M | Hold |
97,647
| – | – | 1.65% | 18 |
|
|
2023
Q4 | $3.63M | Buy |
97,647
+1,499
| +2% | +$55.8K | 1.67% | 16 |
|
|
2023
Q3 | $3.27M | Buy |
96,148
+12,690
| +15% | +$432K | 1.7% | 17 |
|
|
2023
Q2 | $2.88M | Sell |
83,458
-298
| -0.4% | -$10.3K | 1.47% | 19 |
|
|
2023
Q1 | $2.8M | Buy |
83,756
+17,990
| +27% | +$602K | 1.61% | 19 |
|
|
2022
Q4 | $2.2M | Buy |
65,766
+298
| +0.5% | +$9.98K | 1.35% | 19 |
|
|
2022
Q3 | $1.94M | Buy |
65,468
+816
| +1% | +$24.2K | 1.35% | 21 |
|
|
2022
Q2 | $2.04M | Buy |
+64,652
| New | +$2.04M | 1.39% | 20 |
|