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

BT 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
2022
Q2 		$381K Buy
+12,064
New +$401K 0.11% 47

Other funds holding DFUV

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
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
EP
Equius Partners Novato, California $324M AUM 8.27% 1-Year Est. Return

BT Wealth Management's DFUV Position: Q2 2022 in Review

BT Wealth Management opened a new position in Dimensional US Marketwide Value ETF (DFUV) in Q2 2022: 12,064 shares worth $381K. The stake represents 0.11% of the portfolio and ranks #47 among its holdings.

395 funds tracked by Wall St. Rank hold DFUV as of Q2 2022.

  • BT Wealth Management held 12,064 shares of Dimensional US Marketwide Value ETF worth $381K as of Q2 2022.
  • Dimensional US Marketwide Value ETF was a new BT Wealth Management position in Q2 2022.
  • Dimensional US Marketwide Value ETF made up 0.11% of BT Wealth Management's portfolio in Q2 2022, its #47 holding.
  • 395 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.