Align Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Align 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
2022 Q4	$492K	Buy	+16,602	New	+$552K	0.42%	18

Other funds holding DFUV

BSW

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

RCG

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

Align Wealth Management's DFUV Position: Q4 2022 in Review

Align Wealth Management opened a new position in Dimensional US Marketwide Value ETF (DFUV) in Q4 2022: 16,602 shares worth $492K. The stake represents 0.42% of the portfolio and ranks #18 among its holdings.

479 funds tracked by Wall St. Rank hold DFUV as of Q4 2022.

Align Wealth Management held 16,602 shares of Dimensional US Marketwide Value ETF worth $492K as of Q4 2022.
Dimensional US Marketwide Value ETF was a new Align Wealth Management position in Q4 2022.
Dimensional US Marketwide Value ETF made up 0.42% of Align Wealth Management's portfolio in Q4 2022, its #18 holding.
479 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.