WFA
WestHill 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 | $665K | Hold |
15,726
| – | – | 0.14% | 35 |
|
|
2025
Q1 | $648K | Hold |
15,726
| – | – | 0.15% | 34 |
|
|
2024
Q4 | $644K | Hold |
15,726
| – | – | 0.14% | 35 |
|
|
2024
Q3 | $656K | Hold |
15,726
| – | – | 0.15% | 34 |
|
|
2024
Q2 | $618K | Hold |
15,726
| – | – | 0.15% | 32 |
|
|
2024
Q1 | $643K | Hold |
15,726
| – | – | 0.16% | 32 |
|
|
2023
Q4 | $585K | Hold |
15,726
| – | – | 0.16% | 31 |
|
|
2023
Q3 | $535K | Sell |
15,726
-934
| -6% | -$31.8K | 0.16% | 30 |
|
|
2023
Q2 | $575K | Hold |
16,660
| – | – | 0.16% | 30 |
|
|
2023
Q1 | $558K | Sell |
16,660
-939
| -5% | -$31.4K | 0.17% | 30 |
|
|
2022
Q4 | $589K | Buy |
17,599
+939
| +6% | +$31.4K | 0.19% | 33 |
|
|
2022
Q3 | $493K | Sell |
16,660
-239
| -1% | -$7.07K | 0.17% | 31 |
|
|
2022
Q2 | $534K | Buy |
+16,899
| New | +$534K | 0.18% | 30 |
|