Level Financial 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
Q3 | $8.84M | Sell |
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|
2025
Q2 | $8.44M | Sell |
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|
2025
Q1 | $8.25M | Sell |
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|
2024
Q4 | $8.19M | Sell |
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|
2024
Q3 | $8.43M | Sell |
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|
2024
Q2 | $8.09M | Sell |
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|
2024
Q1 | $8.54M | Sell |
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|
2023
Q4 | $7.78M | Sell |
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|
2023
Q3 | $7.25M | Buy |
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|
2023
Q2 | $7.27M | Sell |
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|
2023
Q1 | $7.27M | Sell |
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|
2022
Q4 | $7.31M | Sell |
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|
2022
Q3 | $6.57M | Sell |
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|
2022
Q2 | $7.06M | Buy |
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