B
DFUV icon

Bridgeworth’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Bridgeworth’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 		$36.5M Buy
980,556
+287,128
+41% +$9.88M 3.61% 8
2023
Q3 		$23.6M Buy
693,428
+37,516
+6% +$1.31M 2.61% 12
2023
Q2 		$22.6M Buy
655,912
+139,077
+27% +$4.65M 2.5% 12
2023
Q1 		$17.3M Buy
516,835
+374,002
+262% +$12.8M 2.18% 11
2022
Q4 		$4.78M Buy
142,833
+19,719
+16% +$655K 0.76% 25
2022
Q3 		$3.65M Sell
123,114
-14
-0% -$455 0.84% 26
2022
Q2 		$3.89M Buy
+123,128
New +$4.1M 0.91% 24

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
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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

Bridgeworth's DFUV Position: Q4 2023 in Review

Bridgeworth increased its Dimensional US Marketwide Value ETF (DFUV) stake by 41% in Q4 2023, buying an estimated $9.88M and bringing the position to 980,556 shares worth $36.5M. The position accounts for 3.61% of the portfolio, ranked #8.

Bridgeworth 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.

  • Bridgeworth held 980,556 shares of Dimensional US Marketwide Value ETF worth $36.5M as of Q4 2023.
  • Bridgeworth bought 287,128 Dimensional US Marketwide Value ETF shares in Q4 2023, an estimated $9.88M.
  • Dimensional US Marketwide Value ETF made up 3.61% of Bridgeworth's portfolio in Q4 2023, its #8 holding.
  • Bridgeworth 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 Bridgeworth's 13F filing for Q4 2023, filed 26 Jan 2024.