Benjamin F. Edwards & Company’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Benjamin F. Edwards & Company’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 Q2	$6K	Buy	+155	New	+$6.13K	﹤0.01%	1826

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

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

IFA

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Benjamin F. Edwards & Company's DFUV Position: Q2 2024 in Review

Benjamin F. Edwards & Company opened a new position in Dimensional US Marketwide Value ETF (DFUV) in Q2 2024: 155 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #1826 among its holdings.

589 funds tracked by Wall St. Rank hold DFUV as of Q2 2024.

Benjamin F. Edwards & Company held 155 shares of Dimensional US Marketwide Value ETF worth $6K as of Q2 2024.
Dimensional US Marketwide Value ETF was a new Benjamin F. Edwards & Company position in Q2 2024.
Dimensional US Marketwide Value ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1826 holding.
589 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.