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Cary Street Partners Investment Advisory’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Cary Street Partners Investment Advisory’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
-422
Closed -$14.4K – 896
2023
Q3 		$14.4K Hold
422
– – ﹤0.01% 1204
2023
Q2 		$14.6K Buy
+422
New +$14.1K ﹤0.01% 1140

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Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 $69.9B AUM 22.19% 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
RCG
Resource Consulting Group Orlando, Florida $584M AUM 15.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Cary Street Partners Investment Advisory's DFUV Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Dimensional US Marketwide Value ETF (DFUV) in Q4 2023, closing a stake of 422 shares — an estimated $14.4K sold.

Cary Street Partners Investment Advisory first reported a position in DFUV in Q2 2023 and held it in 2 quarters. The position peaked at $14.6K in Q2 2023. 549 funds tracked by Wall St. Rank hold DFUV as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Dimensional US Marketwide Value ETF position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 422 Dimensional US Marketwide Value ETF shares in Q4 2023, an estimated $14.4K.
  • Cary Street Partners Investment Advisory first reported a position in Dimensional US Marketwide Value ETF in Q2 2023 and held it in 2 quarters.
  • Cary Street Partners Investment Advisory's Dimensional US Marketwide Value ETF position peaked at $14.6K in Q2 2023.
  • 549 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.