Silver Oak Advisory Group’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 | $989K | Hold |
23,407
| – | – | 0.48% | 29 |
|
|
2025
Q1 | $964K | Sell |
23,407
-4,554
| -16% | -$188K | 0.51% | 27 |
|
|
2024
Q4 | $1.14M | Sell |
27,961
-412
| -1% | -$16.9K | 0.61% | 23 |
|
|
2024
Q3 | $1.18M | Sell |
28,373
-1,443
| -5% | -$60.1K | 0.61% | 22 |
|
|
2024
Q2 | $1.17M | Sell |
29,816
-1,902
| -6% | -$74.6K | 0.65% | 22 |
|
|
2024
Q1 | $1.3M | Buy |
31,718
+2
| +0% | +$82 | 0.73% | 21 |
|
|
2023
Q4 | $1.18M | Buy |
31,716
+2
| +0% | +$74 | 0.69% | 21 |
|
|
2023
Q3 | $1.08M | Buy |
31,714
+2
| +0% | +$68 | 0.7% | 20 |
|
|
2023
Q2 | $1.09M | Buy |
31,712
+3
| +0% | +$103 | 0.72% | 19 |
|
|
2023
Q1 | $1.06M | Sell |
31,709
-114
| -0.4% | -$3.82K | 0.71% | 17 |
|
|
2022
Q4 | $1.07M | Buy |
31,823
+1
| +0% | +$33 | 0.75% | 16 |
|
|
2022
Q3 | $942K | Buy |
31,822
+2,630
| +9% | +$77.9K | 0.71% | 17 |
|
|
2022
Q2 | $922K | Buy |
+29,192
| New | +$922K | 0.65% | 20 |
|