Sequoia Financial 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 | $16.4M | Sell |
388,473
-15,933
| -4% | -$674K | 0.11% | 139 |
|
|
2025
Q1 | $16.7M | Buy |
404,406
+35,498
| +10% | +$1.46M | 0.13% | 140 |
|
|
2024
Q4 | $15.1M | Buy |
368,908
+77,566
| +27% | +$3.17M | 0.15% | 140 |
|
|
2024
Q3 | $12.1M | Sell |
291,342
-2,773
| -0.9% | -$116K | 0.13% | 136 |
|
|
2024
Q2 | $11.5M | Hold |
294,115
| – | – | 0.14% | 127 |
|
|
2024
Q1 | $12M | Sell |
294,115
-4,185
| -1% | -$171K | 0.15% | 125 |
|
|
2023
Q4 | $11.1M | Sell |
298,300
-2,256
| -0.8% | -$84K | 0.14% | 135 |
|
|
2023
Q3 | $10.2M | Sell |
300,556
-11,167
| -4% | -$380K | 0.18% | 99 |
|
|
2023
Q2 | $10.8M | Sell |
311,723
-5,236
| -2% | -$181K | 0.18% | 94 |
|
|
2023
Q1 | $10.6M | Sell |
316,959
-20,797
| -6% | -$696K | 0.24% | 84 |
|
|
2022
Q4 | $11.3M | Buy |
337,756
+615
| +0.2% | +$20.6K | 0.28% | 67 |
|
|
2022
Q3 | $9.98M | Sell |
337,141
-15,573
| -4% | -$461K | 0.31% | 58 |
|
|
2022
Q2 | $11.1M | Buy |
+352,714
| New | +$11.1M | 0.32% | 56 |
|