RFA
RTD 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 | $10.2M | Sell |
241,535
-2,313
| -0.9% | -$97.8K | 1.31% | 27 |
|
2025
Q1 | $10M | Sell |
243,848
-30,618
| -11% | -$1.26M | 1.35% | 23 |
|
2024
Q4 | $11.2M | Sell |
274,466
-10,233
| -4% | -$419K | 1.44% | 21 |
|
2024
Q3 | $11.9M | Sell |
284,699
-2,030
| -0.7% | -$84.6K | 1.5% | 21 |
|
2024
Q2 | $11.3M | Sell |
286,729
-2,703
| -0.9% | -$106K | 1.51% | 20 |
|
2024
Q1 | $11.8M | Sell |
289,432
-6,388
| -2% | -$261K | 1.59% | 18 |
|
2023
Q4 | $11M | Sell |
295,820
-1,291
| -0.4% | -$48.1K | 1.55% | 18 |
|
2023
Q3 | $10.1M | Sell |
297,111
-6,568
| -2% | -$223K | 1.54% | 20 |
|
2023
Q2 | $10.5M | Sell |
303,679
-1,106
| -0.4% | -$38.2K | 1.52% | 20 |
|
2023
Q1 | $10.2M | Sell |
304,785
-3,030
| -1% | -$101K | 1.58% | 20 |
|
2022
Q4 | $10.3M | Sell |
307,815
-2,283
| -0.7% | -$76.4K | 1.68% | 18 |
|
2022
Q3 | $9.18M | Sell |
310,098
-11,594
| -4% | -$343K | 1.69% | 15 |
|
2022
Q2 | $10.2M | Buy |
+321,692
| New | +$10.2M | 1.56% | 19 |
|