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Centaurus Financial’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Centaurus Financial’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
Q2 		– Sell
-4,036
Closed -$135K – 789
2023
Q1 		$135K Hold
4,036
– – 0.01% 767
2022
Q4 		$135K Hold
4,036
– – 0.01% 704
2022
Q3 		$120K Buy
+4,036
New +$131K 0.01% 745

Other funds holding DFUV

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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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

Centaurus Financial's DFUV Position: Q2 2023 in Review

Centaurus Financial sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2023, closing a stake of 4,036 shares — an estimated $135K sold.

Centaurus Financial first reported a position in DFUV in Q3 2022 and held it in 3 quarters. The position peaked at $135K in Q1 2023. 493 funds tracked by Wall St. Rank hold DFUV as of Q2 2023.

  • Centaurus Financial reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2023 after selling out during the quarter.
  • Centaurus Financial sold 4,036 Dimensional US Marketwide Value ETF shares in Q2 2023, an estimated $135K.
  • Centaurus Financial first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and held it in 3 quarters.
  • Centaurus Financial's Dimensional US Marketwide Value ETF position peaked at $135K in Q1 2023.
  • 493 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2023.

Based on Centaurus Financial's 13F filing for Q2 2023, filed 15 Aug 2023.