WAOI
Wealth Advisors of Iowa’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Hold |
4,986
| – | – | 0.08% | 71 |
|
|
2025
Q1 | $205K | Sell |
4,986
-1,000
| -17% | -$41.2K | 0.09% | 72 |
|
|
2024
Q4 | $245K | Hold |
5,986
| – | – | 0.12% | 55 |
|
|
2024
Q3 | $250K | Sell |
5,986
-1,971
| -25% | -$82.2K | 0.13% | 59 |
|
|
2024
Q2 | $306K | Buy |
7,957
+1,971
| +33% | +$75.8K | 0.17% | 32 |
|
|
2024
Q1 | $245K | Hold |
5,986
| – | – | 0.15% | 55 |
|
|
2023
Q4 | $223K | Hold |
5,986
| – | – | 0.15% | 54 |
|
|
2023
Q3 | $204K | Buy |
+5,986
| New | +$204K | 0.14% | 54 |
|