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Cantor Fitzgerald’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Cantor Fitzgerald’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 		– Sell
-27,599
Closed -$939K – 335
2023
Q3 		$939K Hold
27,599
– – 0.03% 275
2023
Q2 		$952K Hold
27,599
– – 0.02% 313
2023
Q1 		$924K Hold
27,599
– – 0.02% 380
2022
Q4 		$924K Hold
27,599
– – 0.02% 405
2022
Q3 		$817K Buy
+27,599
New +$897K 0.02% 452

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 22.9% 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 $72.2B AUM 27.85% 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
RCG
Resource Consulting Group Orlando, Florida $584M AUM 15.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Cantor Fitzgerald's DFUV Position: Q4 2023 in Review

Cantor Fitzgerald sold out of Dimensional US Marketwide Value ETF (DFUV) in Q4 2023, closing a stake of 27,599 shares — an estimated $939K sold.

Cantor Fitzgerald first reported a position in DFUV in Q3 2022 and held it in 5 quarters. The position peaked at $952K in Q2 2023. 550 funds tracked by Wall St. Rank hold DFUV as of Q4 2023.

  • Cantor Fitzgerald reported no remaining Dimensional US Marketwide Value ETF position as of Q4 2023 after selling out during the quarter.
  • Cantor Fitzgerald sold 27,599 Dimensional US Marketwide Value ETF shares in Q4 2023, an estimated $939K.
  • Cantor Fitzgerald first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and held it in 5 quarters.
  • Cantor Fitzgerald's Dimensional US Marketwide Value ETF position peaked at $952K in Q2 2023.
  • 550 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2023.

Based on Cantor Fitzgerald's 13F filing for Q4 2023, filed 14 Feb 2024.