U.S. Capital Wealth Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $680K | Hold |
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|
2025
Q2 | $643K | Buy |
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|
2025
Q1 | $617K | Hold |
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|
2024
Q4 | $613K | Hold |
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|
2024
Q3 | $624K | Hold |
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|
2024
Q2 | $588K | Sell |
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|
2024
Q1 | $618K | Sell |
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|
2023
Q4 | $622K | Hold |
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|
2023
Q3 | $568K | Sell |
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|
2023
Q2 | $587K | Hold |
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|
2023
Q1 | $570K | Sell |
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|
2022
Q4 | $594K | Hold |
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|
2022
Q3 | $526K | Hold |
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|
2022
Q2 | $561K | Buy |
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