USWIA
UP Strategic Wealth Investment Advisors’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.73M | Sell |
68,686
-2,581
| -4% | -$178K | 3.69% | 7 |
|
|
2025
Q1 | $4.57M | Sell |
71,267
-12,363
| -15% | -$793K | 4.06% | 7 |
|
|
2024
Q4 | $5.46M | Buy |
83,630
+3,042
| +4% | +$199K | 5.46% | 5 |
|
|
2024
Q3 | $5.28M | Buy |
80,588
+45,140
| +127% | +$2.96M | 5.91% | 4 |
|
|
2024
Q2 | $2.2M | Buy |
35,448
+4,671
| +15% | +$290K | 3.33% | 8 |
|
|
2024
Q1 | $1.93M | Buy |
30,777
+8,846
| +40% | +$554K | 3.15% | 9 |
|
|
2023
Q4 | $1.23M | Buy |
+21,931
| New | +$1.23M | 2.25% | 10 |
|