Sigma Planning Corp’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
2023
Q3
Sell
-20,838
Closed -$719K 1215
2023
Q2
$719K Buy
20,838
+2,874
+16% +$99.2K 0.03% 587
2023
Q1
$601K Buy
17,964
+4,018
+29% +$135K 0.02% 727
2022
Q4
$467K Buy
13,946
+3,933
+39% +$132K 0.02% 782
2022
Q3
$296K Buy
+10,013
New +$296K 0.01% 949