Valeo Financial 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 | $1.28M | Buy |
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|
2025
Q2 | $1.21M | Buy |
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|
2025
Q1 | $1.16M | Sell |
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|
2024
Q4 | $1.18M | Sell |
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|
2024
Q3 | $1.51M | Buy |
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|
2024
Q2 | $1.37M | Hold |
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|
2024
Q1 | $1.38M | Sell |
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|
2023
Q4 | $1.34M | Sell |
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|
2023
Q3 | $1.28M | Sell |
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|
2023
Q2 | $1.8M | Buy |
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|
2023
Q1 | $1.68M | Sell |
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|
2022
Q4 | $1.75M | Sell |
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|
2022
Q3 | $1.63M | Hold |
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|
2022
Q2 | $1.74M | Buy |
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