JFS Wealth 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
Q2 | $6.4M | Sell |
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|
2025
Q1 | $6.56M | Sell |
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|
2024
Q4 | $7.33M | Sell |
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|
2024
Q3 | $7.49M | Sell |
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|
2024
Q2 | $7.1M | Sell |
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|
2024
Q1 | $7.64M | Buy |
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|
2023
Q4 | $6.95M | Buy |
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|
2023
Q3 | $6.34M | Sell |
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|
2023
Q2 | $6.45M | Sell |
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|
2023
Q1 | $6.28M | Sell |
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|
2022
Q4 | $6.38M | Buy |
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|
2022
Q3 | $5.13M | Sell |
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|
2022
Q2 | $5.49M | Buy |
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