SPWG
Syntegra Private Wealth 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
Q1 | – | Sell |
-6,274
| Closed | -$257K | – | 163 |
|
|
2024
Q4 | $257K | Buy |
6,274
+4
| +0.1% | +$164 | 0.03% | 134 |
|
|
2024
Q3 | $261K | Buy |
6,270
+4
| +0.1% | +$167 | 0.03% | 131 |
|
|
2024
Q2 | $246K | Buy |
6,266
+5
| +0.1% | +$196 | 0.03% | 129 |
|
|
2024
Q1 | $256K | Sell |
6,261
-123
| -2% | -$5.03K | 0.03% | 120 |
|
|
2023
Q4 | $238K | Hold |
6,384
| – | – | 0.03% | 120 |
|
|
2023
Q3 | $217K | Hold |
6,384
| – | – | 0.03% | 118 |
|
|
2023
Q2 | $220K | Buy |
+6,384
| New | +$220K | 0.03% | 128 |
|