Visionary 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 | $5.31M | Buy |
125,704
+5,158
| +4% | +$218K | 0.27% | 92 |
|
|
2025
Q1 | $4.97M | Buy |
120,546
+4,081
| +4% | +$168K | 0.3% | 87 |
|
|
2024
Q4 | $4.77M | Buy |
116,465
+16,448
| +16% | +$673K | 0.28% | 96 |
|
|
2024
Q3 | $4.17M | Buy |
100,017
+1,415
| +1% | +$59K | 0.25% | 101 |
|
|
2024
Q2 | $3.87M | Sell |
98,602
-3,594
| -4% | -$141K | 0.25% | 103 |
|
|
2024
Q1 | $4.18M | Buy |
102,196
+2,330
| +2% | +$95.3K | 0.28% | 94 |
|
|
2023
Q4 | $3.72M | Sell |
99,866
-917
| -0.9% | -$34.1K | 0.27% | 105 |
|
|
2023
Q3 | $3.43M | Buy |
100,783
+987
| +1% | +$33.6K | 0.28% | 99 |
|
|
2023
Q2 | $3.44M | Buy |
99,796
+340
| +0.3% | +$11.7K | 0.28% | 98 |
|
|
2023
Q1 | $3.33M | Buy |
99,456
+4,050
| +4% | +$136K | 0.28% | 92 |
|
|
2022
Q4 | $3.19M | Buy |
+95,406
| New | +$3.19M | 0.29% | 90 |
|