ShankerValleau Wealth 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 | $24.9M | Buy |
587,758
+5,367
| +0.9% | +$227K | 7.09% | 4 |
|
|
2025
Q1 | $24M | Buy |
582,391
+36,171
| +7% | +$1.49M | 7.79% | 4 |
|
|
2024
Q4 | $22.4M | Sell |
546,220
-8,140
| -1% | -$333K | 7.18% | 4 |
|
|
2024
Q3 | $23.1M | Buy |
554,360
+260,155
| +88% | +$10.8M | 7.87% | 4 |
|
|
2024
Q2 | $11.6M | Buy |
294,205
+1,775
| +0.6% | +$69.7K | 4.95% | 7 |
|
|
2024
Q1 | $12M | Sell |
292,430
-8,630
| -3% | -$353K | 5.5% | 7 |
|
|
2023
Q4 | $11.2M | Buy |
301,060
+4,707
| +2% | +$175K | 5.71% | 6 |
|
|
2023
Q3 | $10.1M | Buy |
296,353
+2,616
| +0.9% | +$89K | 5.67% | 6 |
|
|
2023
Q2 | $10.1M | Buy |
293,737
+1,155
| +0.4% | +$39.8K | 5.57% | 6 |
|
|
2023
Q1 | $9.8M | Buy |
292,582
+13,862
| +5% | +$464K | 5.69% | 6 |
|
|
2022
Q4 | $9.33M | Sell |
278,720
-13,056
| -4% | -$437K | 5.78% | 6 |
|
|
2022
Q3 | $8.64M | Sell |
291,776
-8,483
| -3% | -$251K | 5.85% | 5 |
|
|
2022
Q2 | $9.49M | Buy |
+300,259
| New | +$9.49M | 6.17% | 6 |
|