SWA
Sax Wealth 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 | $35M | Sell |
827,304
-25,288
| -3% | -$1.07M | 2.11% | 9 |
|
|
2025
Q1 | $35.1M | Sell |
852,592
-8,655
| -1% | -$357K | 2.51% | 9 |
|
|
2024
Q4 | $35.2M | Buy |
861,247
+24,570
| +3% | +$1.01M | 2.76% | 8 |
|
|
2024
Q3 | $34.9M | Sell |
836,677
-2,538
| -0.3% | -$106K | 3.11% | 7 |
|
|
2024
Q2 | $33M | Sell |
839,215
-7,677
| -0.9% | -$301K | 3.14% | 7 |
|
|
2024
Q1 | $34.6M | Buy |
846,892
+70,106
| +9% | +$2.87M | 4.05% | 8 |
|
|
2023
Q4 | $28.9M | Buy |
776,786
+4,625
| +0.6% | +$172K | 4.72% | 4 |
|
|
2023
Q3 | $26.3M | Sell |
772,161
-1,788
| -0.2% | -$60.8K | 5.18% | 4 |
|
|
2023
Q2 | $26.7M | Sell |
773,949
-462
| -0.1% | -$15.9K | 5.32% | 5 |
|
|
2023
Q1 | $25.9M | Sell |
774,411
-40,997
| -5% | -$1.37M | 5.63% | 3 |
|
|
2022
Q4 | $27.3M | Sell |
815,408
-32,096
| -4% | -$1.07M | 6.3% | 3 |
|
|
2022
Q3 | $25.1M | Buy |
847,504
+16,912
| +2% | +$501K | 6.46% | 3 |
|
|
2022
Q2 | $26.2M | Buy |
+830,592
| New | +$26.2M | 6.67% | 3 |
|