
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 |
|