Prio Wealth Limited Partnership’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $742K | Hold |
17,795
| – | – | 0.02% | 167 |
|
|
2024
Q2 | $699K | Hold |
17,795
| – | – | 0.02% | 169 |
|
|
2024
Q1 | $728K | Hold |
17,795
| – | – | 0.02% | 172 |
|
|
2023
Q4 | $662K | Hold |
17,795
| – | – | 0.02% | 172 |
|
|
2023
Q3 | $605K | Hold |
17,795
| – | – | 0.02% | 169 |
|
|
2023
Q2 | $614K | Hold |
17,795
| – | – | 0.02% | 174 |
|
|
2023
Q1 | $596K | Hold |
17,795
| – | – | 0.02% | 172 |
|
|
2022
Q4 | $596K | Hold |
17,795
| – | – | 0.02% | 173 |
|
|
2022
Q3 | $527K | Hold |
17,795
| – | – | 0.02% | 175 |
|
|
2022
Q2 | $562K | Buy |
+17,795
| New | +$562K | 0.02% | 175 |
|