WFA
Websterrogers Financial 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 | $1.76M | Buy |
41,525
+6
| +0% | +$254 | 0.56% | 31 |
|
|
2025
Q1 | $1.71M | Sell |
41,519
-546
| -1% | -$22.5K | 0.58% | 32 |
|
|
2024
Q4 | $1.72M | Buy |
42,065
+11
| +0% | +$450 | 0.6% | 31 |
|
|
2024
Q3 | $1.75M | Sell |
42,054
-2,295
| -5% | -$95.7K | 0.61% | 30 |
|
|
2024
Q2 | $1.74M | Sell |
44,349
-1,579
| -3% | -$62K | 0.62% | 29 |
|
|
2024
Q1 | $1.88M | Sell |
45,928
-2,196
| -5% | -$89.8K | 0.67% | 29 |
|
|
2023
Q4 | $1.79M | Sell |
48,124
-693
| -1% | -$25.8K | 0.75% | 25 |
|
|
2023
Q3 | $1.66M | Sell |
48,817
-5,442
| -10% | -$185K | 0.73% | 25 |
|
|
2023
Q2 | $1.87M | Sell |
54,259
-6,711
| -11% | -$232K | 0.82% | 24 |
|
|
2023
Q1 | $2.04M | Sell |
60,970
-392
| -0.6% | -$13.1K | 0.94% | 24 |
|
|
2022
Q4 | $2.05M | Sell |
61,362
-417
| -0.7% | -$14K | 0.99% | 22 |
|
|
2022
Q3 | $1.83M | Buy |
+61,779
| New | +$1.83M | 0.96% | 15 |
|