APA
DFUV icon

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

American Portfolios 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
2022
Q3 		$61.4K Buy
2,074
+5
+0.2% +$163 ﹤0.01% 1585
2022
Q2 		$65.4K Buy
+2,069
New +$68.9K ﹤0.01% 1619

Other funds holding DFUV

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
RCG
Resource Consulting Group Orlando, Florida $584M AUM 15.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

American Portfolios Advisors's DFUV Position: Q3 2022 in Review

American Portfolios Advisors increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.24% in Q3 2022, buying an estimated $163 and bringing the position to 2,074 shares worth $61.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1585.

American Portfolios Advisors first reported a position in DFUV in Q2 2022 and has held it in 2 quarters since. The position peaked at $65.4K in Q2 2022. 424 funds tracked by Wall St. Rank hold DFUV as of Q3 2022.

  • American Portfolios Advisors held 2,074 shares of Dimensional US Marketwide Value ETF worth $61.4K as of Q3 2022.
  • American Portfolios Advisors bought 5 Dimensional US Marketwide Value ETF shares in Q3 2022, an estimated $163.
  • Dimensional US Marketwide Value ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1585 holding.
  • American Portfolios Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 2 quarters since.
  • American Portfolios Advisors's Dimensional US Marketwide Value ETF position peaked at $65.4K in Q2 2022.
  • 424 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.