Lido Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Buy |
11,302
+2,397
| +27% | +$101K | ﹤0.01% | 1010 |
|
|
2025
Q1 | $367K | Hold |
8,905
| – | – | ﹤0.01% | 1053 |
|
|
2024
Q4 | $364K | Hold |
8,905
| – | – | ﹤0.01% | 1028 |
|
|
2024
Q3 | $371K | Hold |
8,905
| – | – | ﹤0.01% | 961 |
|
|
2024
Q2 | $350K | Sell |
8,905
-113
| -1% | -$4.44K | ﹤0.01% | 935 |
|
|
2024
Q1 | $369K | Buy |
+9,018
| New | +$369K | ﹤0.01% | 901 |
|