Waypoint Capital 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
2024
Q3
$3.85M Hold
2024
Q2
$3.62M Sell
2024
Q1
$3.85M Hold
2023
Q4
$3.5M Buy
2023
Q3
$818K Hold
2023
Q2
$829K Buy
2023
Q1
$593K Buy