MGIA
Moneta Group 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 | $3.7M | Buy |
87,525
+10
| +0% | +$423 | 0.04% | 157 |
|
|
2025
Q1 | $3.61M | Buy |
87,515
+2,130
| +2% | +$87.8K | 0.05% | 157 |
|
|
2024
Q4 | $3.49M | Sell |
85,385
-500
| -0.6% | -$20.5K | 0.05% | 152 |
|
|
2024
Q3 | $3.58M | Buy |
85,885
+13,911
| +19% | +$580K | 0.05% | 148 |
|
|
2024
Q2 | $2.83M | Sell |
71,974
-1,266
| -2% | -$49.7K | 0.05% | 162 |
|
|
2024
Q1 | $3M | Sell |
73,240
-8,125
| -10% | -$332K | 0.05% | 155 |
|
|
2023
Q4 | $3.03M | Buy |
81,365
+14,121
| +21% | +$526K | 0.06% | 141 |
|
|
2023
Q3 | $2.29M | Sell |
67,244
-4,591
| -6% | -$156K | 0.05% | 155 |
|
|
2023
Q2 | $2.48M | Buy |
71,835
+19,895
| +38% | +$686K | 0.05% | 150 |
|
|
2023
Q1 | $1.74M | Buy |
51,940
+11,478
| +28% | +$384K | 0.04% | 174 |
|
|
2022
Q4 | $1.44M | Sell |
40,462
-2,463
| -6% | -$87.5K | 0.04% | 178 |
|
|
2022
Q3 | $1.27M | Sell |
42,925
-2,297
| -5% | -$68K | 0.05% | 172 |
|
|
2022
Q2 | $1.43M | Buy |
+45,222
| New | +$1.43M | 0.05% | 175 |
|