Poinciana Advisors Group’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
$2.2M Sell
51,953
-116
-0.2% -$4.9K 1.98% 10
2025
Q1
$2.15M Sell
52,069
-2,488
-5% -$103K 2.22% 10
2024
Q4
$2.23M Buy
+54,557
New +$2.23M 2.26% 12