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Cladis Investment Advisory’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Cladis 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
Q3 		– Sell
-6,911
Closed -$238K – 135
2023
Q2 		$238K Hold
6,911
– – 0.21% 113
2023
Q1 		$231K Buy
6,911
+908
+15% +$31.1K 0.21% 120
2022
Q4 		$201K Buy
+6,003
New +$199K 0.2% 123

Other funds holding DFUV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 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

Cladis Investment Advisory's DFUV Position: Q3 2023 in Review

Cladis Investment Advisory sold out of Dimensional US Marketwide Value ETF (DFUV) in Q3 2023, closing a stake of 6,911 shares — an estimated $238K sold.

Cladis Investment Advisory first reported a position in DFUV in Q4 2022 and held it in 3 quarters. The position peaked at $238K in Q2 2023. 489 funds tracked by Wall St. Rank hold DFUV as of Q3 2023.

  • Cladis Investment Advisory reported no remaining Dimensional US Marketwide Value ETF position as of Q3 2023 after selling out during the quarter.
  • Cladis Investment Advisory sold 6,911 Dimensional US Marketwide Value ETF shares in Q3 2023, an estimated $238K.
  • Cladis Investment Advisory first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and held it in 3 quarters.
  • Cladis Investment Advisory's Dimensional US Marketwide Value ETF position peaked at $238K in Q2 2023.
  • 489 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2023.

Based on Cladis Investment Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.