Stratos Wealth Partners’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 | $4.57M | Buy |
107,972
+43
| +0% | +$1.82K | 0.06% | 304 |
|
|
2025
Q1 | $4.45M | Sell |
107,929
-1,329
| -1% | -$54.8K | 0.07% | 282 |
|
|
2024
Q4 | $4.47M | Sell |
109,258
-4,722
| -4% | -$193K | 0.06% | 300 |
|
|
2024
Q3 | $4.75M | Sell |
113,980
-595
| -0.5% | -$24.8K | 0.07% | 281 |
|
|
2024
Q2 | $4.5M | Buy |
114,575
+1,444
| +1% | +$56.7K | 0.07% | 269 |
|
|
2024
Q1 | $4.63M | Buy |
113,131
+1,305
| +1% | +$53.4K | 0.08% | 254 |
|
|
2023
Q4 | $4.16M | Sell |
111,826
-303
| -0.3% | -$11.3K | 0.08% | 255 |
|
|
2023
Q3 | $3.81M | Sell |
112,129
-2,360
| -2% | -$80.3K | 0.08% | 249 |
|
|
2023
Q2 | $3.95M | Buy |
114,489
+1,838
| +2% | +$63.4K | 0.09% | 231 |
|
|
2023
Q1 | $3.77M | Sell |
112,651
-954
| -0.8% | -$31.9K | 0.1% | 203 |
|
|
2022
Q4 | $3.8M | Buy |
113,605
+5,558
| +5% | +$186K | 0.1% | 211 |
|
|
2022
Q3 | $3.2M | Buy |
108,047
+94,849
| +719% | +$2.81M | 0.09% | 224 |
|
|
2022
Q2 | $417K | Buy |
+13,198
| New | +$417K | 0.01% | 801 |
|