Prosperity Capital 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 | $401K | Sell |
9,484
-1,081
| -10% | -$45.7K | 0.04% | 195 |
|
|
2025
Q1 | $435K | Sell |
10,565
-399
| -4% | -$16.4K | 0.03% | 250 |
|
|
2024
Q4 | $449K | Sell |
10,964
-814
| -7% | -$33.3K | 0.04% | 232 |
|
|
2024
Q3 | $491K | Sell |
11,778
-6,385
| -35% | -$266K | 0.04% | 222 |
|
|
2024
Q2 | $713K | Sell |
18,163
-1,275
| -7% | -$50.1K | 0.08% | 159 |
|
|
2024
Q1 | $795K | Buy |
19,438
+8,196
| +73% | +$335K | 0.09% | 164 |
|
|
2023
Q4 | $418K | Buy |
11,242
+3,734
| +50% | +$139K | 0.05% | 161 |
|
|
2023
Q3 | $255K | Buy |
+7,508
| New | +$255K | 0.03% | 205 |
|