Wealthcare Advisory Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
24,709
-193
| -0.8% | -$8.16K | 0.02% | 471 |
|
|
2025
Q1 | $1.03M | Buy |
24,902
+251
| +1% | +$10.3K | 0.03% | 436 |
|
|
2024
Q4 | $1.01M | Buy |
24,651
+28
| +0.1% | +$1.15K | 0.03% | 416 |
|
|
2024
Q3 | $1.03M | Sell |
24,623
-122
| -0.5% | -$5.09K | 0.03% | 416 |
|
|
2024
Q2 | $972K | Buy |
24,745
+24
| +0.1% | +$942 | 0.03% | 391 |
|
|
2024
Q1 | $1.01M | Buy |
24,721
+7,549
| +44% | +$309K | 0.03% | 360 |
|
|
2023
Q4 | $639K | Buy |
17,172
+26
| +0.2% | +$968 | 0.03% | 433 |
|
|
2023
Q3 | $583K | Sell |
17,146
-107
| -0.6% | -$3.64K | 0.03% | 395 |
|
|
2023
Q2 | $595K | Sell |
17,253
-234
| -1% | -$8.07K | 0.03% | 402 |
|
|
2023
Q1 | $585K | Buy |
17,487
+1,353
| +8% | +$45.3K | 0.03% | 411 |
|
|
2022
Q4 | $540K | Sell |
16,134
-421
| -3% | -$14.1K | 0.03% | 404 |
|
|
2022
Q3 | $490K | Sell |
16,555
-3,280
| -17% | -$97.1K | 0.03% | 365 |
|
|
2022
Q2 | $627K | Buy |
+19,835
| New | +$627K | 0.04% | 281 |
|