VWA
V Wealth Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-15,478
| Closed | -$534K | – | 169 |
|
|
2023
Q2 | $534K | Hold |
15,478
| – | – | 0.09% | 193 |
|
|
2023
Q1 | $518K | Hold |
15,478
| – | – | 0.1% | 190 |
|
|
2022
Q4 | $518K | Hold |
15,478
| – | – | 0.11% | 184 |
|
|
2022
Q3 | $458K | Buy |
15,478
+7,739
| +100% | +$229K | 0.09% | 216 |
|
|
2022
Q2 | $245K | Buy |
+7,739
| New | +$245K | 0.05% | 346 |
|