Waverly Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $723K | Buy |
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|
2025
Q2 | $681K | Buy |
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|
2025
Q1 | $661K | Buy |
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|
2024
Q4 | $655K | Buy |
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|
2024
Q3 | $664K | Buy |
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|
2024
Q2 | $623K | Buy |
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|
2024
Q1 | $568K | Buy |
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|
2023
Q4 | $515K | Buy |
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|
2023
Q3 | $469K | Buy |
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|
2023
Q2 | $473K | Buy |
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|
2023
Q1 | $456K | Buy |
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|
2022
Q4 | $454K | Buy |
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|
2022
Q3 | $400K | Buy |
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