OneDigital Investment 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 | $14.7M | Sell |
348,017
-12,561
| -3% | -$531K | 0.16% | 122 |
|
|
2025
Q1 | $14.9M | Sell |
360,578
-15,692
| -4% | -$647K | 0.18% | 117 |
|
|
2024
Q4 | $15.4M | Buy |
376,270
+3,427
| +0.9% | +$140K | 0.18% | 108 |
|
|
2024
Q3 | $15.5M | Buy |
372,843
+194,963
| +110% | +$8.13M | 0.18% | 108 |
|
|
2024
Q2 | $6.99M | Sell |
177,880
-4,469
| -2% | -$175K | 0.09% | 182 |
|
|
2024
Q1 | $7.46M | Sell |
182,349
-3,884
| -2% | -$159K | 0.12% | 160 |
|
|
2023
Q4 | $6.93M | Buy |
+186,233
| New | +$6.93M | 0.12% | 153 |
|