Valeo 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 | $1.21M | Buy |
28,572
+311
| +1% | +$13.1K | 0.03% | 254 |
|
|
2025
Q1 | $1.16M | Sell |
28,261
-690
| -2% | -$28.4K | 0.03% | 234 |
|
|
2024
Q4 | $1.18M | Sell |
28,951
-7,247
| -20% | -$297K | 0.03% | 219 |
|
|
2024
Q3 | $1.51M | Buy |
36,198
+1,211
| +3% | +$50.5K | 0.04% | 192 |
|
|
2024
Q2 | $1.37M | Hold |
34,987
| – | – | 0.04% | 194 |
|
|
2024
Q1 | $1.38M | Sell |
34,987
-982
| -3% | -$38.8K | 0.05% | 190 |
|
|
2023
Q4 | $1.34M | Sell |
35,969
-1,531
| -4% | -$57K | 0.05% | 184 |
|
|
2023
Q3 | $1.28M | Sell |
37,500
-14,781
| -28% | -$503K | 0.06% | 173 |
|
|
2023
Q2 | $1.8M | Buy |
52,281
+2,051
| +4% | +$70.8K | 0.08% | 134 |
|
|
2023
Q1 | $1.68M | Sell |
50,230
-2,051
| -4% | -$68.7K | 0.08% | 148 |
|
|
2022
Q4 | $1.75M | Sell |
52,281
-2,677
| -5% | -$89.6K | 0.1% | 122 |
|
|
2022
Q3 | $1.63M | Hold |
54,958
| – | – | 0.1% | 121 |
|
|
2022
Q2 | $1.74M | Buy |
+54,958
| New | +$1.74M | 0.11% | 114 |
|