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DFUV icon

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

Buckingham Strategic 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
Q2 		$567M Sell
14,427,184
-79,191
-0.5% -$3.13M 5.86% 4
2024
Q1 		$593M Buy
14,506,375
+138,777
+1% +$5.3M 6.26% 3
2023
Q4 		$535M Sell
14,367,598
-177,542
-1% -$6.11M 6.36% 4
2023
Q3 		$495M Sell
14,545,140
-25,641
-0.2% -$898K 7.01% 3
2023
Q2 		$503M Buy
14,570,781
+226,557
+2% +$7.57M 7.16% 3
2023
Q1 		$480M Hold
14,344,224
– – 8.73% 3
2022
Q4 		$480M Buy
14,344,224
+203,686
+1% +$6.77M 8.73% 3
2022
Q3 		$419M Sell
14,140,538
-16,796
-0.1% -$546K 8.55% 3
2022
Q2 		$447M Buy
+14,157,334
New +$471M 8.84% 3

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
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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return