Cedar Brook Financial Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Cedar Brook Financial Partners’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	–	Sell	-7,123	Closed	-$291K	–	108
2024 Q1	$291K	Buy	7,123 +10	+0.1%	+$382	0.06%	320
2023 Q4	$262K	Sell	7,113 -308	-4%	-$10.6K	0.06%	328
2023 Q3	$252K	Buy	7,421 +188	+3%	+$6.59K	0.07%	291
2023 Q2	$250K	Buy	7,233 +37	+0.5%	+$1.24K	0.06%	326
2023 Q1	$241K	Sell	7,196 -97	-1%	-$3.32K	0.06%	309
2022 Q4	$244K	Buy	7,293 +30	+0.4%	+$997	0.07%	302
2022 Q3	$215K	Buy	7,263 +38	+0.5%	+$1.24K	0.07%	310
2022 Q2	$228K	Buy	+7,225	New	+$240K	0.07%	300

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cedar Brook Financial Partners's DFUV Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2024, closing a stake of 7,123 shares — an estimated $291K sold.

Cedar Brook Financial Partners first reported a position in DFUV in Q2 2022 and held it in 8 quarters. The position peaked at $291K in Q1 2024. 590 funds tracked by Wall St. Rank hold DFUV as of Q2 2024.

Cedar Brook Financial Partners reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 7,123 Dimensional US Marketwide Value ETF shares in Q2 2024, an estimated $291K.
Cedar Brook Financial Partners first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and held it in 8 quarters.
Cedar Brook Financial Partners's Dimensional US Marketwide Value ETF position peaked at $291K in Q1 2024.
590 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.