Vestia Personal 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	$9.87M	Buy	233,367 +23,917	+11%	+$1.01M	6.76%	5
2025 Q1	$8.63M	Buy	209,450 +15,231	+8%	+$627K	6.83%	5
2024 Q4	$7.95M	Buy	194,219 +13,003	+7%	+$532K	6.54%	5
2024 Q3	$7.55M	Buy	181,216 +4,971	+3%	+$207K	7.12%	5
2024 Q2	$6.92M	Buy	+176,245	New	+$6.92M	7.38%	5