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Cambridge Trust’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Cambridge Trust’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
Q1 		$7.24K Sell
177
-200
-53% -$7.64K ﹤0.01% 594
2023
Q4 		$14K Sell
377
-121
-24% -$4.17K ﹤0.01% 543
2023
Q3 		$16.9K Hold
498
– – ﹤0.01% 519
2023
Q2 		$17.2K Buy
+498
New +$16.6K ﹤0.01% 545

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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 $77.5B AUM 27.94% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 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 $860B AUM 41.15% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Cambridge Trust's DFUV Position: Q1 2024 in Review

Cambridge Trust reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 53% in Q1 2024, selling an estimated $7.64K and leaving 177 shares worth $7.24K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Cambridge Trust first reported a position in DFUV in Q2 2023 and has held it in 4 quarters since. The position peaked at $17.2K in Q2 2023. 566 funds tracked by Wall St. Rank hold DFUV as of Q1 2024.

  • Cambridge Trust held 177 shares of Dimensional US Marketwide Value ETF worth $7.24K as of Q1 2024.
  • Cambridge Trust sold 200 Dimensional US Marketwide Value ETF shares in Q1 2024, an estimated $7.64K.
  • Dimensional US Marketwide Value ETF made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #594 holding.
  • Cambridge Trust first reported a position in Dimensional US Marketwide Value ETF in Q2 2023 and has held it in 4 quarters since.
  • Cambridge Trust's Dimensional US Marketwide Value ETF position peaked at $17.2K in Q2 2023.
  • 566 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.