WealthOne’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $417K | Hold |
12,257
| – | – | 0.17% | 48 |
|
|
2023
Q2 | $423K | Sell |
12,257
-9,028
| -42% | -$311K | 0.16% | 58 |
|
|
2023
Q1 | $713K | Sell |
21,285
-8
| -0% | -$268 | 0.28% | 39 |
|
|
2022
Q4 | $713K | Buy |
21,293
+31
| +0.1% | +$1.04K | 0.29% | 40 |
|
|
2022
Q3 | $630K | Buy |
21,262
+41
| +0.2% | +$1.22K | 0.27% | 44 |
|
|
2022
Q2 | $671K | Buy |
+21,221
| New | +$671K | 0.27% | 42 |
|