Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’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
$123M Buy
2,840,265
+1,494
+0.1% +$64.5K 0.2% 92
2025
Q1
$117M Sell
2,838,771
-51,354
-2% -$2.12M 0.22% 85
2024
Q4
$118M Sell
2,890,125
-20,171
-0.7% -$825K 0.23% 89
2024
Q3
$121M Sell
2,910,296
-377,659
-11% -$15.7M 0.26% 73
2024
Q2
$129M Sell
3,287,955
-18,197
-0.6% -$715K 0.31% 62
2024
Q1
$135M Sell
3,306,152
-186,520
-5% -$7.63M 0.35% 57
2023
Q4
$130M Sell
3,492,672
-100,759
-3% -$3.75M 0.38% 52
2023
Q3
$122M Buy
3,593,431
+3,572,568
+17,124% +$122M 0.4% 50
2023
Q2
$720K Sell
20,863
-5,246
-20% -$181K 0.01% 308
2023
Q1
$874K Buy
+26,109
New +$874K 0.01% 319
2022
Q3
Sell
-8,173
Closed -$259K 334
2022
Q2
$259K Buy
+8,173
New +$259K ﹤0.01% 313