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

Bison Wealth’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
Q3 		– Sell
-6,627
Closed -$271K – 432
2024
Q2 		$271K Hold
6,627
– – 0.04% 348
2024
Q1 		$271K Hold
6,627
– – 0.04% 348
2023
Q4 		$247K Sell
6,627
-65
-1% -$2.24K 0.04% 351
2023
Q3 		$228K Sell
6,692
-159
-2% -$5.57K 0.04% 350
2023
Q2 		$236K Buy
+6,851
New +$229K 0.04% 332

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
PL
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bison Wealth's DFUV Position: Q3 2024 in Review

Bison Wealth sold out of Dimensional US Marketwide Value ETF (DFUV) in Q3 2024, closing a stake of 6,627 shares — an estimated $271K sold.

Bison Wealth first reported a position in DFUV in Q2 2023 and held it in 5 quarters. The position peaked at $271K in Q2 2024. 604 funds tracked by Wall St. Rank hold DFUV as of Q3 2024.

  • Bison Wealth reported no remaining Dimensional US Marketwide Value ETF position as of Q3 2024 after selling out during the quarter.
  • Bison Wealth sold 6,627 Dimensional US Marketwide Value ETF shares in Q3 2024, an estimated $271K.
  • Bison Wealth first reported a position in Dimensional US Marketwide Value ETF in Q2 2023 and held it in 5 quarters.
  • Bison Wealth's Dimensional US Marketwide Value ETF position peaked at $271K in Q2 2024.
  • 604 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2024.

Based on Bison Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.