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Coho Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Coho 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
-6,644
Closed -$272K – 48
2024
Q1 		$272K Sell
6,644
-1,800
-21% -$68.8K 0.01% 66
2023
Q4 		$314K Hold
8,444
– – 0.01% 72
2023
Q3 		$287K Buy
+8,444
New +$296K 0.01% 65

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SC
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BSW
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Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Coho Partners's DFUV Position: Q2 2024 in Review

Coho Partners sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2024, closing a stake of 6,644 shares — an estimated $272K sold.

Coho Partners first reported a position in DFUV in Q3 2023 and held it in 3 quarters. The position peaked at $314K in Q4 2023. 589 funds tracked by Wall St. Rank hold DFUV as of Q2 2024.

  • Coho Partners reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2024 after selling out during the quarter.
  • Coho Partners sold 6,644 Dimensional US Marketwide Value ETF shares in Q2 2024, an estimated $272K.
  • Coho Partners first reported a position in Dimensional US Marketwide Value ETF in Q3 2023 and held it in 3 quarters.
  • Coho Partners's Dimensional US Marketwide Value ETF position peaked at $314K in Q4 2023.
  • 589 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2024.

Based on Coho Partners's 13F filing for Q2 2024, filed 31 Jul 2024.