Tobias Financial Advisors’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 | $8.89M | Sell |
210,155
-1,493
| -0.7% | -$63.1K | 1.52% | 17 |
|
|
2025
Q1 | $8.72M | Sell |
211,648
-3,677
| -2% | -$152K | 1.69% | 17 |
|
|
2024
Q4 | $8.81M | Sell |
215,325
-2,409
| -1% | -$98.6K | 1.77% | 16 |
|
|
2024
Q3 | $9.08M | Sell |
217,734
-567
| -0.3% | -$23.6K | 1.82% | 14 |
|
|
2024
Q2 | $8.57M | Sell |
218,301
-3,326
| -2% | -$131K | 1.85% | 14 |
|
|
2024
Q1 | $9.06M | Sell |
221,627
-2,100
| -0.9% | -$85.9K | 2.05% | 12 |
|
|
2023
Q4 | $8.33M | Sell |
223,727
-13,549
| -6% | -$504K | 2.03% | 11 |
|
|
2023
Q3 | $8.07M | Sell |
237,276
-175
| -0.1% | -$5.95K | 2.12% | 11 |
|
|
2023
Q2 | $8.19M | Sell |
237,451
-1,069
| -0.4% | -$36.9K | 2.21% | 14 |
|
|
2023
Q1 | $7.99M | Sell |
238,520
-45,654
| -16% | -$1.53M | 2.34% | 13 |
|
|
2022
Q4 | $9.51M | Sell |
284,174
-2,587
| -0.9% | -$86.6K | 3.13% | 11 |
|
|
2022
Q3 | $8.49M | Buy |
286,761
+52,243
| +22% | +$1.55M | 3% | 11 |
|
|
2022
Q2 | $7.41M | Buy |
+234,518
| New | +$7.41M | 2.49% | 12 |
|