Cetera Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Cetera Advisors’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	$934K	Buy	22,830 +15,018	+192%	+$574K	0.01%	1194
2023 Q4	$291K	Buy	7,812 +475	+6%	+$16.4K	﹤0.01%	1447
2023 Q3	$250K	Buy	7,337 +840	+13%	+$29.4K	﹤0.01%	1424
2023 Q2	$224K	Sell	6,497 -2,774	-30%	-$92.7K	﹤0.01%	1449
2023 Q1	$310K	Sell	9,271 -2,058	-18%	-$70.5K	0.01%	1268
2022 Q4	$379K	Buy	11,329 +429	+4%	+$14.3K	0.01%	1117
2022 Q3	$323K	Sell	10,900 -111	-1%	-$3.61K	0.01%	946
2022 Q2	$348K	Buy	+11,011	New	+$366K	0.01%	988

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Cetera Advisors's DFUV Position: Q1 2024 in Review

Cetera Advisors increased its Dimensional US Marketwide Value ETF (DFUV) stake by 192% in Q1 2024, buying an estimated $574K and bringing the position to 22,830 shares worth $934K. The position accounts for 0.01% of the portfolio, ranked #1194.

Cetera Advisors first reported a position in DFUV in Q2 2022 and has held it in 8 quarters since. 566 funds tracked by Wall St. Rank hold DFUV as of Q1 2024.

Cetera Advisors held 22,830 shares of Dimensional US Marketwide Value ETF worth $934K as of Q1 2024.
Cetera Advisors bought 15,018 Dimensional US Marketwide Value ETF shares in Q1 2024, an estimated $574K.
Dimensional US Marketwide Value ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1194 holding.
Cetera Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 8 quarters since.
566 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.