MWA
Midland Wealth 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 | $591K | Sell |
13,981
-79
| -0.6% | -$3.34K | 0.03% | 109 |
|
|
2025
Q1 | $579K | Sell |
14,060
-199
| -1% | -$8.2K | 0.03% | 120 |
|
|
2024
Q4 | $583K | Sell |
14,259
-184
| -1% | -$7.53K | 0.04% | 124 |
|
|
2024
Q3 | $602K | Sell |
14,443
-285
| -2% | -$11.9K | 0.04% | 124 |
|
|
2024
Q2 | $578K | Sell |
14,728
-531
| -3% | -$20.9K | 0.03% | 127 |
|
|
2024
Q1 | $624K | Sell |
15,259
-63
| -0.4% | -$2.58K | 0.04% | 119 |
|
|
2023
Q4 | $570K | Buy |
+15,322
| New | +$570K | 0.04% | 125 |
|