SFS
Summit Financial Strategies’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 | $4.08M | Sell |
96,558
-19
| -0% | -$803 | 0.38% | 26 |
|
|
2025
Q1 | $3.98M | Sell |
96,577
-1,350
| -1% | -$55.6K | 0.4% | 26 |
|
|
2024
Q4 | $4.01M | Sell |
97,927
-162
| -0.2% | -$6.63K | 0.44% | 27 |
|
|
2024
Q3 | $4.09M | Sell |
98,089
-272
| -0.3% | -$11.3K | 0.46% | 25 |
|
|
2024
Q2 | $3.86M | Sell |
98,361
-641
| -0.6% | -$25.2K | 0.48% | 25 |
|
|
2024
Q1 | $4.05M | Sell |
99,002
-323
| -0.3% | -$13.2K | 0.56% | 23 |
|
|
2023
Q4 | $3.7M | Hold |
99,325
| – | – | 0.56% | 24 |
|
|
2023
Q3 | $3.38M | Hold |
99,325
| – | – | 0.64% | 20 |
|
|
2023
Q2 | $3.43M | Hold |
99,325
| – | – | 0.64% | 20 |
|
|
2023
Q1 | $3.33M | Hold |
99,325
| – | – | 0.66% | 20 |
|
|
2022
Q4 | $3.33M | Hold |
99,325
| – | – | 0.72% | 18 |
|
|
2022
Q3 | $2.94M | Sell |
99,325
-5,133
| -5% | -$152K | 0.7% | 17 |
|
|
2022
Q2 | $3.3M | Buy |
+104,458
| New | +$3.3M | 0.77% | 17 |
|