LIA
LBMC Investment Advisors’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 | $1.07M | Sell |
25,330
-1,188
| -4% | -$50.2K | 0.08% | 89 |
|
|
2025
Q1 | $1.09M | Buy |
26,518
+45
| +0.2% | +$1.85K | 0.09% | 81 |
|
|
2024
Q4 | $1.08M | Buy |
26,473
+48
| +0.2% | +$1.96K | 0.09% | 76 |
|
|
2024
Q3 | $1.1M | Buy |
26,425
+46
| +0.2% | +$1.92K | 0.09% | 73 |
|
|
2024
Q2 | $1.04M | Buy |
26,379
+50
| +0.2% | +$1.96K | 0.09% | 71 |
|
|
2024
Q1 | $1.08M | Buy |
26,329
+39
| +0.1% | +$1.6K | 0.09% | 69 |
|
|
2023
Q4 | $979K | Buy |
26,290
+42
| +0.2% | +$1.56K | 0.09% | 61 |
|
|
2023
Q3 | $872K | Buy |
26,248
+56
| +0.2% | +$1.86K | 0.09% | 64 |
|
|
2023
Q2 | $904K | Buy |
26,192
+54
| +0.2% | +$1.86K | 0.09% | 64 |
|
|
2023
Q1 | $875K | Buy |
26,138
+49
| +0.2% | +$1.64K | 0.09% | 66 |
|
|
2022
Q4 | $873K | Buy |
26,089
+63
| +0.2% | +$2.11K | 0.09% | 63 |
|
|
2022
Q3 | $771K | Buy |
26,026
+84
| +0.3% | +$2.49K | 0.09% | 59 |
|
|
2022
Q2 | $820K | Buy |
+25,942
| New | +$820K | 0.09% | 56 |
|