WA
Wealthstream Advisors’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 | $6.64M | Sell |
157,058
-89
| -0.1% | -$3.76K | 1.1% | 11 |
|
|
2025
Q1 | $6.48M | Sell |
157,147
-2,147
| -1% | -$88.5K | 1.21% | 10 |
|
|
2024
Q4 | $6.52M | Sell |
159,294
-8,565
| -5% | -$350K | 1.2% | 10 |
|
|
2024
Q3 | $7M | Sell |
167,859
-120
| -0.1% | -$5K | 1.27% | 11 |
|
|
2024
Q2 | $6.6M | Sell |
167,979
-4,152
| -2% | -$163K | 2.41% | 9 |
|
|
2024
Q1 | $7.04M | Sell |
172,131
-341
| -0.2% | -$13.9K | 2.67% | 8 |
|
|
2023
Q4 | $6.42M | Sell |
172,472
-5,799
| -3% | -$216K | 2.65% | 8 |
|
|
2023
Q3 | $6.06M | Sell |
178,271
-6,443
| -3% | -$219K | 3.13% | 7 |
|
|
2023
Q2 | $6.37M | Sell |
184,714
-1,021
| -0.5% | -$35.2K | 3.34% | 7 |
|
|
2023
Q1 | $6.22M | Sell |
185,735
-1,990
| -1% | -$66.6K | 3.71% | 7 |
|
|
2022
Q4 | $6.29M | Buy |
187,725
+5,647
| +3% | +$189K | 4.1% | 7 |
|
|
2022
Q3 | $5.39M | Hold |
182,078
| – | – | 5.79% | 4 |
|
|
2022
Q2 | $5.75M | Buy |
+182,078
| New | +$5.75M | 5.81% | 4 |
|