Sound View Wealth Advisors Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $726K | Hold |
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|
2025
Q1 | $708K | Hold |
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|
2024
Q4 | $703K | Hold |
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|
2024
Q3 | $716K | Hold |
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|
2024
Q2 | $674K | Hold |
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|
2024
Q1 | $702K | Hold |
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|
2023
Q4 | $639K | Hold |
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|
2023
Q3 | $584K | Hold |
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|
2023
Q2 | $592K | Hold |
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|
2023
Q1 | $575K | Hold |
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|
2022
Q4 | $639K | Buy |
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