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

BerganKDV 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
Q2 		$77.2K Hold
2,239
– – 0.01% 330
2023
Q1 		$75K Hold
2,239
– – 0.01% 347
2022
Q4 		$75K Hold
2,239
– – 0.01% 343
2022
Q3 		$66K Hold
2,239
– – 0.01% 343
2022
Q2 		$71K Buy
+2,239
New +$74.5K 0.01% 344

Other funds holding DFUV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Corient Private Wealth
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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Northern Trust
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BerganKDV Wealth Management's DFUV Position: Q2 2023 in Review

BerganKDV Wealth Management held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2023 at 2,239 shares worth $77.2K. The position accounts for 0.01% of the portfolio, ranked #330.

BerganKDV Wealth Management first reported a position in DFUV in Q2 2022 and has held it in 5 quarters since. 493 funds tracked by Wall St. Rank hold DFUV as of Q2 2023.

  • BerganKDV Wealth Management held 2,239 shares of Dimensional US Marketwide Value ETF worth $77.2K as of Q2 2023.
  • BerganKDV Wealth Management left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2023.
  • Dimensional US Marketwide Value ETF made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #330 holding.
  • BerganKDV Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 5 quarters since.
  • 493 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.