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Arlington Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Arlington Partners’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
2023
Q3 		– Sell
-3,609
Closed -$125K – 449
2023
Q2 		$125K Hold
3,609
– – 0.02% 212
2023
Q1 		$121K Buy
+3,609
New +$124K 0.02% 178

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SC
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BSW
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Corient Private Wealth
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IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
PL
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Northern Trust
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RCG
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Arlington Partners's DFUV Position: Q3 2023 in Review

Arlington Partners sold out of Dimensional US Marketwide Value ETF (DFUV) in Q3 2023, closing a stake of 3,609 shares — an estimated $125K sold.

Arlington Partners first reported a position in DFUV in Q1 2023 and held it in 2 quarters. The position peaked at $125K in Q2 2023. 489 funds tracked by Wall St. Rank hold DFUV as of Q3 2023.

  • Arlington Partners reported no remaining Dimensional US Marketwide Value ETF position as of Q3 2023 after selling out during the quarter.
  • Arlington Partners sold 3,609 Dimensional US Marketwide Value ETF shares in Q3 2023, an estimated $125K.
  • Arlington Partners first reported a position in Dimensional US Marketwide Value ETF in Q1 2023 and held it in 2 quarters.
  • Arlington Partners's Dimensional US Marketwide Value ETF position peaked at $125K in Q2 2023.
  • 489 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2023.

Based on Arlington Partners's 13F filing for Q3 2023, filed 24 Oct 2023.