QFA
Quantum Financial Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Sell |
57,684
-9,006
| -14% | -$381K | 0.33% | 46 |
|
|
2025
Q1 | $2.75M | Hold |
66,690
| – | – | 0.41% | 41 |
|
|
2024
Q4 | $2.73M | Hold |
66,690
| – | – | 0.42% | 41 |
|
|
2024
Q3 | $2.78M | Hold |
66,690
| – | – | 0.44% | 39 |
|
|
2024
Q2 | $2.62M | Hold |
66,690
| – | – | 0.46% | 41 |
|
|
2024
Q1 | $2.73M | Hold |
66,690
| – | – | 0.5% | 39 |
|
|
2023
Q4 | $2.48M | Sell |
66,690
-681
| -1% | -$25.3K | 0.61% | 24 |
|
|
2023
Q3 | $2.29M | Buy |
67,371
+8,468
| +14% | +$288K | 0.67% | 21 |
|
|
2023
Q2 | $2.03M | Sell |
58,903
-697
| -1% | -$24K | 0.6% | 22 |
|
|
2023
Q1 | $2M | Sell |
59,600
-206
| -0.3% | -$6.9K | 0.63% | 21 |
|
|
2022
Q4 | $2M | Sell |
59,806
-11
| -0% | -$368 | 0.9% | 17 |
|
|
2022
Q3 | $1.77M | Sell |
59,817
-181
| -0.3% | -$5.36K | 0.79% | 18 |
|
|
2022
Q2 | $2.03M | Buy |
+59,998
| New | +$2.03M | 0.76% | 15 |
|