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Baker Avenue Asset Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Baker Avenue Asset 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
2023
Q4 		– Sell
-786
Closed -$26.7K – 643
2023
Q3 		$26.7K Buy
+786
New +$27.5K ﹤0.01% 608

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Baker Avenue Asset Management's DFUV Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Dimensional US Marketwide Value ETF (DFUV) in Q4 2023, closing a stake of 786 shares — an estimated $26.7K sold.

Baker Avenue Asset Management first reported a position in DFUV in Q3 2023 and held it in 1 quarter. The position peaked at $26.7K in Q3 2023. 549 funds tracked by Wall St. Rank hold DFUV as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Dimensional US Marketwide Value ETF position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 786 Dimensional US Marketwide Value ETF shares in Q4 2023, an estimated $26.7K.
  • Baker Avenue Asset Management first reported a position in Dimensional US Marketwide Value ETF in Q3 2023 and held it in 1 quarter.
  • Baker Avenue Asset Management's Dimensional US Marketwide Value ETF position peaked at $26.7K in Q3 2023.
  • 549 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.