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Clear Perspectives Financial Planning’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Clear Perspectives Financial Planning’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
Q1 		$527K Sell
15,754
-31
-0.2% -$1.06K 0.3% 30
2022
Q4 		$528K Hold
15,785
– – 0.28% 35
2022
Q3 		$467K Sell
15,785
-816
-5% -$26.5K 0.23% 36
2022
Q2 		$525K Buy
+16,601
New +$552K 0.2% 34

Other funds holding DFUV

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
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
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

Clear Perspectives Financial Planning's DFUV Position: Q1 2023 in Review

Clear Perspectives Financial Planning reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.2% in Q1 2023, selling an estimated $1.06K and leaving 15,754 shares worth $527K. The position accounts for 0.3% of the portfolio, ranked #30.

Clear Perspectives Financial Planning first reported a position in DFUV in Q2 2022 and has held it in 4 quarters since. The position peaked at $528K in Q4 2022. 489 funds tracked by Wall St. Rank hold DFUV as of Q1 2023.

  • Clear Perspectives Financial Planning held 15,754 shares of Dimensional US Marketwide Value ETF worth $527K as of Q1 2023.
  • Clear Perspectives Financial Planning sold 31 Dimensional US Marketwide Value ETF shares in Q1 2023, an estimated $1.06K.
  • Dimensional US Marketwide Value ETF made up 0.3% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #30 holding.
  • Clear Perspectives Financial Planning first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 4 quarters since.
  • Clear Perspectives Financial Planning's Dimensional US Marketwide Value ETF position peaked at $528K in Q4 2022.
  • 489 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.