Baystate Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Baystate Wealth 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	$527K	Buy	14,155 +55	+0.4%	+$1.89K	0.04%	137
2023 Q3	$480K	Buy	14,100 +13,701	+3,434%	+$480K	0.04%	135
2023 Q2	$13.8K	Buy	399 +2	+0.5%	+$67	﹤0.01%	516
2023 Q1	$13.3K	Buy	397 +2	+0.5%	+$68	﹤0.01%	515
2022 Q4	$13K	Buy	395 +2	+0.5%	+$66	﹤0.01%	525
2022 Q3	$12K	Buy	393 +2	+0.5%	+$65	﹤0.01%	506
2022 Q2	$12K	Buy	+391	New	+$13K	﹤0.01%	527

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RCG

Resource Consulting Group Orlando, Florida $584M AUM 15.38% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Baystate Wealth Management's DFUV Position: Q4 2023 in Review

Baystate Wealth Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.39% in Q4 2023, buying an estimated $1.89K and bringing the position to 14,155 shares worth $527K. The position accounts for 0.04% of the portfolio, ranked #137.

Baystate Wealth Management first reported a position in DFUV in Q2 2022 and has held it in 7 quarters since. 549 funds tracked by Wall St. Rank hold DFUV as of Q4 2023.

Baystate Wealth Management held 14,155 shares of Dimensional US Marketwide Value ETF worth $527K as of Q4 2023.
Baystate Wealth Management bought 55 Dimensional US Marketwide Value ETF shares in Q4 2023, an estimated $1.89K.
Dimensional US Marketwide Value ETF made up 0.04% of Baystate Wealth Management's portfolio in Q4 2023, its #137 holding.
Baystate Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 7 quarters since.
549 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.