SPA
Shore Point 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 | $593K | Buy |
14,014
+289
| +2% | +$12.2K | 0.28% | 41 |
|
|
2025
Q1 | $566K | Buy |
13,725
+315
| +2% | +$13K | 0.3% | 38 |
|
|
2024
Q4 | $549K | Buy |
13,410
+237
| +2% | +$9.7K | 0.3% | 39 |
|
|
2024
Q3 | $549K | Sell |
13,173
-22
| -0.2% | -$917 | 0.29% | 39 |
|
|
2024
Q2 | $518K | Sell |
13,195
-1
| -0% | -$39 | 0.29% | 38 |
|
|
2024
Q1 | $540K | Buy |
13,196
+1,711
| +15% | +$70K | 0.31% | 36 |
|
|
2023
Q4 | $427K | Buy |
11,485
+817
| +8% | +$30.4K | 0.26% | 37 |
|
|
2023
Q3 | $363K | Buy |
10,668
+93
| +0.9% | +$3.16K | 0.26% | 38 |
|
|
2023
Q2 | $365K | Buy |
10,575
+100
| +1% | +$3.45K | 0.26% | 36 |
|
|
2023
Q1 | $351K | Buy |
10,475
+4,040
| +63% | +$135K | 0.27% | 38 |
|
|
2022
Q4 | $215K | Buy |
+6,435
| New | +$215K | 0.18% | 47 |
|