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DFUV icon

Burleson & Co’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Burleson & Co’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
Q4 		$856K Hold
25,578
– – 0.21% 89
2022
Q3 		$757K Hold
25,578
– – 0.16% 86
2022
Q2 		$808K Buy
+25,578
New +$851K 0.18% 80

Other funds holding DFUV

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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RCG
Resource Consulting Group Orlando, Florida $584M AUM 15.38% 1-Year Est. Return

Burleson & Co's DFUV Position: Q4 2022 in Review

Burleson & Co held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q4 2022 at 25,578 shares worth $856K. The position accounts for 0.21% of the portfolio, ranked #89.

Burleson & Co first reported a position in DFUV in Q2 2022 and has held it in 3 quarters since. 479 funds tracked by Wall St. Rank hold DFUV as of Q4 2022.

  • Burleson & Co held 25,578 shares of Dimensional US Marketwide Value ETF worth $856K as of Q4 2022.
  • Burleson & Co left its Dimensional US Marketwide Value ETF share count unchanged in Q4 2022.
  • Dimensional US Marketwide Value ETF made up 0.21% of Burleson & Co's portfolio in Q4 2022, its #89 holding.
  • Burleson & Co first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 3 quarters since.
  • 479 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.