3D/L Capital Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

3D/L Capital Management’s Portfolio DFUV Stock Details DFUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-58,549	Closed	-$1.99M	–	22
2023 Q3	$1.99M	Sell	58,549 -648	-1%	-$22.7K	0.65%	26
2023 Q2	$2.04M	Sell	59,197 -811	-1%	-$27.1K	0.59%	26
2023 Q1	$2.01M	Buy	60,008 +3,972	+7%	+$136K	0.53%	26
2022 Q4	$1.88M	Sell	56,036 -3,806	-6%	-$126K	0.5%	31
2022 Q3	$1.77M	Sell	59,842 -2,030	-3%	-$66K	0.53%	30
2022 Q2	$1.96M	Buy	+61,872	New	+$2.06M	0.55%	30

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RCG

Resource Consulting Group Orlando, Florida $584M AUM 15.38% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

3D/L Capital Management's DFUV Position: Q4 2023 in Review

3D/L Capital Management sold out of Dimensional US Marketwide Value ETF (DFUV) in Q4 2023, closing a stake of 58,549 shares — an estimated $1.99M sold.

3D/L Capital Management first reported a position in DFUV in Q2 2022 and held it in 6 quarters. The position peaked at $2.04M in Q2 2023. 549 funds tracked by Wall St. Rank hold DFUV as of Q4 2023.

3D/L Capital Management reported no remaining Dimensional US Marketwide Value ETF position as of Q4 2023 after selling out during the quarter.
3D/L Capital Management sold 58,549 Dimensional US Marketwide Value ETF shares in Q4 2023, an estimated $1.99M.
3D/L Capital Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and held it in 6 quarters.
3D/L Capital Management's Dimensional US Marketwide Value ETF position peaked at $2.04M in Q2 2023.
549 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2023.

Based on 3D/L Capital Management's 13F filing for Q4 2023.