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Arden Trust’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Arden Trust’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
Q1 		– Sell
-338,779
Closed -$12.6M – 253
2023
Q4 		$12.6M Sell
338,779
-3,049
-0.9% -$105K 1.85% 17
2023
Q3 		$11.6M Buy
341,828
+1,597
+0.5% +$55.9K 1.93% 13
2023
Q2 		$11.7M Buy
340,231
+12,965
+4% +$433K 1.93% 17
2023
Q1 		$11M Buy
+327,266
New +$11.2M 1.98% 12

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Arden Trust's DFUV Position: Q1 2024 in Review

Arden Trust sold out of Dimensional US Marketwide Value ETF (DFUV) in Q1 2024, closing a stake of 338,779 shares — an estimated $12.6M sold.

Arden Trust first reported a position in DFUV in Q1 2023 and held it in 4 quarters. The position peaked at $12.6M in Q4 2023. 566 funds tracked by Wall St. Rank hold DFUV as of Q1 2024.

  • Arden Trust reported no remaining Dimensional US Marketwide Value ETF position as of Q1 2024 after selling out during the quarter.
  • Arden Trust sold 338,779 Dimensional US Marketwide Value ETF shares in Q1 2024, an estimated $12.6M.
  • Arden Trust first reported a position in Dimensional US Marketwide Value ETF in Q1 2023 and held it in 4 quarters.
  • Arden Trust's Dimensional US Marketwide Value ETF position peaked at $12.6M in Q4 2023.
  • 566 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2024.

Based on Arden Trust's 13F filing for Q1 2024, filed 3 Apr 2024.