United Capital 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 | $4.51M | Sell |
106,696
-3,335
| -3% | -$141K | 0.04% | 295 |
|
|
2025
Q1 | $4.53M | Sell |
110,031
-1,154
| -1% | -$47.6K | 0.04% | 282 |
|
|
2024
Q4 | $4.55M | Buy |
111,185
+13,016
| +13% | +$533K | 0.04% | 272 |
|
|
2024
Q3 | $4.09M | Buy |
98,169
+74
| +0.1% | +$3.09K | 0.03% | 297 |
|
|
2024
Q2 | $3.85M | Sell |
98,095
-10,197
| -9% | -$400K | 0.03% | 301 |
|
|
2024
Q1 | $4.43M | Buy |
108,292
+64
| +0.1% | +$2.62K | 0.04% | 300 |
|
|
2023
Q4 | $4.03M | Sell |
108,228
-153,971
| -59% | -$5.73M | 0.03% | 315 |
|
|
2023
Q3 | $8.92M | Sell |
262,199
-35
| -0% | -$1.19K | 0.06% | 235 |
|
|
2023
Q2 | $9.05M | Sell |
262,234
-6,099
| -2% | -$210K | 0.05% | 248 |
|
|
2023
Q1 | $8.98M | Sell |
268,333
-8,016
| -3% | -$268K | 0.05% | 250 |
|
|
2022
Q4 | $9.25M | Sell |
276,349
-3,599
| -1% | -$120K | 0.05% | 252 |
|
|
2022
Q3 | $8.29M | Sell |
279,948
-414
| -0.1% | -$12.3K | 0.05% | 260 |
|
|
2022
Q2 | $8.86M | Buy |
+280,362
| New | +$8.86M | 0.05% | 268 |
|