Sound View Wealth Advisors Group’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 | $726K | Hold |
17,170
| – | – | 0.05% | 224 |
|
|
2025
Q1 | $708K | Hold |
17,170
| – | – | 0.06% | 218 |
|
|
2024
Q4 | $703K | Hold |
17,170
| – | – | 0.06% | 221 |
|
|
2024
Q3 | $716K | Hold |
17,170
| – | – | 0.06% | 219 |
|
|
2024
Q2 | $674K | Hold |
17,170
| – | – | 0.07% | 205 |
|
|
2024
Q1 | $702K | Hold |
17,170
| – | – | 0.07% | 202 |
|
|
2023
Q4 | $639K | Hold |
17,170
| – | – | 0.07% | 213 |
|
|
2023
Q3 | $584K | Hold |
17,170
| – | – | 0.07% | 201 |
|
|
2023
Q2 | $592K | Hold |
17,170
| – | – | 0.08% | 198 |
|
|
2023
Q1 | $575K | Hold |
17,170
| – | – | 0.08% | 199 |
|
|
2022
Q4 | $639K | Buy |
+17,170
| New | +$639K | 0.07% | 213 |
|