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Kiely Wealth Advisory Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Kiely Wealth Advisory Group’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$476K Buy
11,150
+4,185
+60% +$179K 0.31% 26
2024
Q3 		$304K Buy
+6,965
New +$304K 0.19% 41