RDFA
Ritter Daniher Financial Advisory’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,000
| Closed | -$170K | – | 352 |
|
|
2023
Q3 | $170K | Hold |
5,000
| – | – | 0.07% | 75 |
|
|
2023
Q2 | $173K | Hold |
5,000
| – | – | 0.07% | 71 |
|
|
2023
Q1 | $167K | Hold |
5,000
| – | – | 0.07% | 74 |
|
|
2022
Q4 | $167K | Hold |
5,000
| – | – | 0.08% | 75 |
|
|
2022
Q3 | $148K | Buy |
5,000
+1,575
| +46% | +$46.6K | 0.11% | 72 |
|
|
2022
Q2 | $108K | Buy |
+3,425
| New | +$108K | 0.08% | 82 |
|