VERITY Wealth 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 | $540K | Hold |
12,775
| – | – | 0.36% | 50 |
|
2025
Q1 | $526K | Hold |
12,775
| – | – | 0.39% | 47 |
|
2024
Q4 | $523K | Hold |
12,775
| – | – | 0.38% | 49 |
|
2024
Q3 | $533K | Hold |
12,775
| – | – | 0.37% | 52 |
|
2024
Q2 | $502K | Hold |
12,775
| – | – | 0.38% | 51 |
|
2024
Q1 | $522K | Hold |
12,775
| – | – | 0.4% | 50 |
|
2023
Q4 | $475K | Hold |
12,775
| – | – | 0.41% | 45 |
|
2023
Q3 | $435K | Hold |
12,775
| – | – | 0.41% | 45 |
|
2023
Q2 | $441K | Hold |
12,775
| – | – | 0.4% | 48 |
|
2023
Q1 | $428K | Hold |
12,775
| – | – | 0.4% | 50 |
|
2022
Q4 | $428K | Hold |
12,775
| – | – | 0.42% | 50 |
|
2022
Q3 | $378K | Buy |
+12,775
| New | +$378K | 0.39% | 50 |
|