Kades & Cheifetz’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $484K | Buy |
11,835
+2,142
| +22% | +$87.7K | 0.25% | 68 |
|
|
2024
Q3 | $404K | Sell |
9,693
-700
| -7% | -$29.2K | 0.23% | 68 |
|
|
2024
Q2 | $408K | Buy |
10,393
+46
| +0.4% | +$1.81K | 0.26% | 63 |
|
|
2024
Q1 | $423K | Buy |
10,347
+37
| +0.4% | +$1.51K | 0.27% | 58 |
|
|
2023
Q4 | $384K | Buy |
10,310
+40
| +0.4% | +$1.49K | 0.27% | 59 |
|
|
2023
Q3 | $349K | Buy |
10,270
+53
| +0.5% | +$1.8K | 0.28% | 59 |
|
|
2023
Q2 | $352K | Hold |
10,217
| – | – | 0.27% | 63 |
|
|
2023
Q1 | $342K | Hold |
10,217
| – | – | 0.27% | 63 |
|
|
2022
Q4 | $342K | Buy |
+10,217
| New | +$342K | 0.29% | 64 |
|