Wescott Financial Advisory Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.8M | Sell |
|
|||||
|
2025
Q1 | $35M | Sell |
|
|||||
|
2024
Q4 | $35M | Sell |
|
|||||
|
2024
Q3 | $37.4M | Buy |
|
|||||
|
2024
Q2 | $35.3M | Sell |
|
|||||
|
2024
Q1 | $37.1M | Sell |
|
|||||
|
2023
Q4 | $36.3M | Buy |
|
|||||
|
2023
Q3 | $33M | Sell |
|
|||||
|
2023
Q2 | $33.7M | Buy |
|
|||||
|
2023
Q1 | $31.1M | Buy |
|
|||||
|
2022
Q4 | $31M | Buy |
|
|||||
|
2022
Q3 | $26.7M | Buy |
|
|||||
|
2022
Q2 | $28.4M | Buy |
|