TPG 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 | $531K | Sell |
12,570
-2,182
| -15% | -$92.3K | 0.21% | 45 |
|
|
2025
Q1 | $608K | Hold |
14,752
| – | – | 0.27% | 37 |
|
|
2024
Q4 | $604K | Hold |
14,752
| – | – | 0.26% | 42 |
|
|
2024
Q3 | $615K | Hold |
14,752
| – | – | 0.28% | 40 |
|
|
2024
Q2 | $579K | Buy |
+14,752
| New | +$579K | 0.27% | 40 |
|
|
2023
Q4 | $549K | Buy |
+14,752
| New | +$549K | 0.28% | 38 |
|