VWA
Valued 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Sell |
49,133
-2,459
| -5% | -$104K | 1.08% | 16 |
|
|
2025
Q1 | $2.13M | Buy |
51,592
+5,852
| +13% | +$241K | 1.28% | 12 |
|
|
2024
Q4 | $1.87M | Sell |
45,740
-883
| -2% | -$36.1K | 1.17% | 13 |
|
|
2024
Q3 | $1.94M | Buy |
46,623
+201
| +0.4% | +$8.38K | 1.26% | 13 |
|
|
2024
Q2 | $1.82M | Buy |
46,422
+3,188
| +7% | +$125K | 1.25% | 12 |
|
|
2024
Q1 | $1.77M | Sell |
43,234
-1,695
| -4% | -$69.3K | 1.25% | 12 |
|
|
2023
Q4 | $1.53M | Buy |
+44,929
| New | +$1.53M | 1.41% | 12 |
|