WFAG
Wescott Financial Advisory Group’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 | $35.8M | Sell |
846,904
-2,888
| -0.3% | -$122K | 3.43% | 9 |
|
|
2025
Q1 | $35M | Sell |
849,792
-4,719
| -0.6% | -$194K | 3.63% | 9 |
|
|
2024
Q4 | $35M | Sell |
854,511
-43,724
| -5% | -$1.79M | 3.62% | 7 |
|
|
2024
Q3 | $37.4M | Buy |
898,235
+299
| +0% | +$12.5K | 4.03% | 6 |
|
|
2024
Q2 | $35.3M | Sell |
897,936
-10,305
| -1% | -$405K | 4.1% | 6 |
|
|
2024
Q1 | $37.1M | Sell |
908,241
-66,072
| -7% | -$2.7M | 4.62% | 4 |
|
|
2023
Q4 | $36.3M | Buy |
974,313
+5,440
| +0.6% | +$202K | 5.08% | 4 |
|
|
2023
Q3 | $33M | Sell |
968,873
-7,495
| -0.8% | -$255K | 6.03% | 3 |
|
|
2023
Q2 | $33.7M | Buy |
976,368
+46,611
| +5% | +$1.61M | 5.95% | 3 |
|
|
2023
Q1 | $31.1M | Buy |
929,757
+4,708
| +0.5% | +$158K | 6.76% | 2 |
|
|
2022
Q4 | $31M | Buy |
925,049
+23,095
| +3% | +$773K | 6.68% | 3 |
|
|
2022
Q3 | $26.7M | Buy |
901,954
+2,050
| +0.2% | +$60.7K | 7.44% | 2 |
|
|
2022
Q2 | $28.4M | Buy |
+899,904
| New | +$28.4M | 7.72% | 2 |
|