Rise 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 | $245K | Buy |
5,804
+27
| +0.5% | +$1.14K | 0.1% | 81 |
|
|
2025
Q1 | $238K | Buy |
5,777
+23
| +0.4% | +$948 | 0.11% | 79 |
|
|
2024
Q4 | $235K | Buy |
5,754
+24
| +0.4% | +$982 | 0.11% | 75 |
|
|
2024
Q3 | $239K | Buy |
5,730
+25
| +0.4% | +$1.04K | 0.11% | 79 |
|
|
2024
Q2 | $224K | Buy |
5,705
+26
| +0.5% | +$1.02K | 0.12% | 82 |
|
|
2024
Q1 | $232K | Buy |
5,679
+20
| +0.4% | +$818 | 0.12% | 81 |
|
|
2023
Q4 | $211K | Buy |
5,659
+22
| +0.4% | +$819 | 0.15% | 67 |
|
|
2023
Q3 | $192K | Buy |
5,637
+29
| +0.5% | +$987 | 0.15% | 67 |
|
|
2023
Q2 | $193K | Buy |
5,608
+28
| +0.5% | +$966 | 0.15% | 67 |
|
|
2023
Q1 | $187K | Buy |
5,580
+25
| +0.5% | +$837 | 0.14% | 69 |
|
|
2022
Q4 | $186K | Buy |
5,555
+23
| +0.4% | +$770 | 0.15% | 67 |
|
|
2022
Q3 | $164K | Buy |
5,532
+29
| +0.5% | +$860 | 0.14% | 69 |
|
|
2022
Q2 | $174K | Buy |
+5,503
| New | +$174K | 0.18% | 66 |
|