AFWM
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Abich Financial Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Abich Financial Wealth 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
2024
Q3 		– Sell
-790
Closed -$31K – 495
2024
Q2 		$31K Buy
+790
New +$31.3K 0.02% 197

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SC
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Corient Private Wealth
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PL
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IFA
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Abich Financial Wealth Management's DFUV Position: Q3 2024 in Review

Abich Financial Wealth Management sold out of Dimensional US Marketwide Value ETF (DFUV) in Q3 2024, closing a stake of 790 shares — an estimated $31K sold.

Abich Financial Wealth Management first reported a position in DFUV in Q2 2024 and held it in 1 quarter. The position peaked at $31K in Q2 2024. 604 funds tracked by Wall St. Rank hold DFUV as of Q3 2024.

  • Abich Financial Wealth Management reported no remaining Dimensional US Marketwide Value ETF position as of Q3 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 790 Dimensional US Marketwide Value ETF shares in Q3 2024, an estimated $31K.
  • Abich Financial Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2024 and held it in 1 quarter.
  • Abich Financial Wealth Management's Dimensional US Marketwide Value ETF position peaked at $31K in Q2 2024.
  • 604 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.