Wealthspire Advisors (New York)’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	$8.72M	Sell	206,188 -4,877	-2%	-$206K	0.05%	130
2025 Q1	$8.7M	Sell	211,065 -1,425	-0.7%	-$58.7K	0.05%	124
2024 Q4	$8.7M	Sell	212,490 -2,132	-1%	-$87.2K	0.09%	115
2024 Q3	$8.95M	Buy	214,622 +205,677	+2,299%	+$8.57M	0.09%	112
2024 Q2	$351K	Buy	+8,945	New	+$351K	﹤0.01%	504