SFG
Steward Financial Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $19.5M | Buy |
573,774
+22,592
| +4% | +$769K | 6.21% | 3 |
|
|
2023
Q2 | $19M | Buy |
551,182
+19,218
| +4% | +$663K | 6.08% | 4 |
|
|
2023
Q1 | $17.8M | Buy |
531,964
+34,948
| +7% | +$1.17M | 5.93% | 4 |
|
|
2022
Q4 | $16.6M | Sell |
497,016
-1,417
| -0.3% | -$47.4K | 8.32% | 3 |
|
|
2022
Q3 | $14.8M | Buy |
498,433
+1,144
| +0.2% | +$33.9K | 10.91% | 2 |
|
|
2022
Q2 | $15.7M | Buy |
+497,289
| New | +$15.7M | 13.06% | 2 |
|