SWA
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Sterling Wealth 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
$268K Hold
6,250
0.19% 17
2025
Q1
$258K Hold
6,250
0.2% 17
2024
Q4
$256K Buy
+6,250
New +$256K 0.2% 18