Wilbanks Smith & Thomas Asset Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.63M | Sell |
64,387
-116
| -0.2% | -$4.74K | 0.07% | 150 |
|
|
2023
Q4 | $2.4M | Sell |
64,503
-3,542
| -5% | -$132K | 0.07% | 154 |
|
|
2023
Q3 | $2.31M | Sell |
68,045
-744
| -1% | -$25.3K | 0.08% | 148 |
|
|
2023
Q2 | $2.37M | Buy |
68,789
+228
| +0.3% | +$7.87K | 0.08% | 144 |
|
|
2023
Q1 | $2.3M | Buy |
68,561
+204
| +0.3% | +$6.83K | 0.08% | 142 |
|
|
2022
Q4 | $2.29M | Buy |
68,357
+4,837
| +8% | +$162K | 0.09% | 146 |
|
|
2022
Q3 | $1.88M | Buy |
63,520
+238
| +0.4% | +$7.05K | 0.08% | 156 |
|
|
2022
Q2 | $2M | Buy |
+63,282
| New | +$2M | 0.08% | 154 |
|