Prio Wealth Limited Partnership’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$742K Hold
2024
Q2
$699K Hold
2024
Q1
$728K Hold
2023
Q4
$662K Hold
2023
Q3
$605K Hold
2023
Q2
$614K Hold
2023
Q1
$596K Hold
2022
Q4
$596K Hold
2022
Q3
$527K Hold
2022
Q2
$562K Buy