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AlphaMark Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

AlphaMark Advisors’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
Q4 		$20K Hold
500
– – 0.01% 353
2024
Q3 		$21K Hold
500
– – 0.01% 426
2024
Q2 		$20K Hold
500
– – 0.01% 452
2024
Q1 		$20K Hold
500
– – 0.01% 447
2023
Q4 		$19K Buy
+500
New +$17.2K 0.01% 450

Other funds holding DFUV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AlphaMark Advisors's DFUV Position: Q4 2024 in Review

AlphaMark Advisors held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q4 2024 at 500 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #353.

AlphaMark Advisors first reported a position in DFUV in Q4 2023 and has held it in 5 quarters since. The position peaked at $21K in Q3 2024. 668 funds tracked by Wall St. Rank hold DFUV as of Q4 2024.

  • AlphaMark Advisors held 500 shares of Dimensional US Marketwide Value ETF worth $20K as of Q4 2024.
  • AlphaMark Advisors left its Dimensional US Marketwide Value ETF share count unchanged in Q4 2024.
  • Dimensional US Marketwide Value ETF made up 0.01% of AlphaMark Advisors's portfolio in Q4 2024, its #353 holding.
  • AlphaMark Advisors first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 5 quarters since.
  • AlphaMark Advisors's Dimensional US Marketwide Value ETF position peaked at $21K in Q3 2024.
  • 668 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2024.

Based on AlphaMark Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.