Trifecta Capital 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 | $89.9K | Hold |
2,127
| – | – | 0.02% | 147 |
|
|
2025
Q1 | $87.7K | Hold |
2,127
| – | – | 0.02% | 110 |
|
|
2024
Q4 | $87K | Hold |
2,127
| – | – | 0.02% | 112 |
|
|
2024
Q3 | $88.7K | Hold |
2,127
| – | – | 0.02% | 112 |
|
|
2024
Q2 | $83.5K | Hold |
2,127
| – | – | 0.02% | 113 |
|
|
2024
Q1 | $87K | Hold |
2,127
| – | – | 0.02% | 114 |
|
|
2023
Q4 | $79.2K | Buy |
2,127
+1,052
| +98% | +$39.2K | 0.02% | 114 |
|
|
2023
Q3 | $36.6K | Hold |
1,075
| – | – | 0.01% | 152 |
|
|
2023
Q2 | $37.1K | Hold |
1,075
| – | – | 0.01% | 155 |
|
|
2023
Q1 | $36K | Hold |
1,075
| – | – | 0.01% | 157 |
|
|
2022
Q4 | $36K | Buy |
+1,075
| New | +$36K | 0.01% | 142 |
|