LFA
Level Financial 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 | $8.44M | Sell |
199,691
-397
| -0.2% | -$16.8K | 2.63% | 9 |
|
|
2025
Q1 | $8.25M | Sell |
200,088
-120
| -0.1% | -$4.95K | 2.8% | 9 |
|
|
2024
Q4 | $8.19M | Sell |
200,208
-1,997
| -1% | -$81.7K | 3.01% | 9 |
|
|
2024
Q3 | $8.43M | Sell |
202,205
-3,723
| -2% | -$155K | 3.22% | 9 |
|
|
2024
Q2 | $8.09M | Sell |
205,928
-2,785
| -1% | -$109K | 3.5% | 7 |
|
|
2024
Q1 | $8.54M | Sell |
208,713
-246
| -0.1% | -$10.1K | 3.87% | 6 |
|
|
2023
Q4 | $7.78M | Sell |
208,959
-4,057
| -2% | -$151K | 3.84% | 6 |
|
|
2023
Q3 | $7.25M | Buy |
213,016
+2,219
| +1% | +$75.5K | 4.05% | 6 |
|
|
2023
Q2 | $7.27M | Sell |
210,797
-6,377
| -3% | -$220K | 4.06% | 6 |
|
|
2023
Q1 | $7.27M | Sell |
217,174
-1,294
| -0.6% | -$43.3K | 4.36% | 6 |
|
|
2022
Q4 | $7.31M | Sell |
218,468
-3,328
| -2% | -$111K | 4.79% | 6 |
|
|
2022
Q3 | $6.57M | Sell |
221,796
-1,675
| -0.7% | -$49.6K | 4.85% | 5 |
|
|
2022
Q2 | $7.06M | Buy |
+223,471
| New | +$7.06M | 5.2% | 6 |
|