MGWA
Monument Group 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 | $408K | Buy |
9,646
+1
| +0% | +$42 | 0.26% | 24 |
|
|
2025
Q1 | $398K | Hold |
9,645
| – | – | 0.28% | 26 |
|
|
2024
Q4 | $395K | Buy |
9,645
+1
| +0% | +$41 | 0.28% | 24 |
|
|
2024
Q3 | $402K | Hold |
9,644
| – | – | 0.24% | 25 |
|
|
2024
Q2 | $379K | Sell |
9,644
-142
| -1% | -$5.58K | 0.25% | 26 |
|
|
2024
Q1 | $400K | Sell |
9,786
-69
| -0.7% | -$2.82K | 0.3% | 24 |
|
|
2023
Q4 | $367K | Buy |
+9,855
| New | +$367K | 0.31% | 25 |
|