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CPWM LLC’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

CPWM LLC’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
2022
Q3 		$18.7M Buy
633,059
+301,739
+91% +$9.81M 1.77% 10
2022
Q2 		$10.5M Buy
+331,320
New +$11M 0.93% 20

Other funds holding DFUV

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
RCG
Resource Consulting Group Orlando, Florida $584M AUM 15.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

CPWM LLC's DFUV Position: Q3 2022 in Review

CPWM LLC increased its Dimensional US Marketwide Value ETF (DFUV) stake by 91% in Q3 2022, buying an estimated $9.81M and bringing the position to 633,059 shares worth $18.7M. The position accounts for 1.77% of the portfolio, ranked #10.

CPWM LLC first reported a position in DFUV in Q2 2022 and has held it in 2 quarters since. 424 funds tracked by Wall St. Rank hold DFUV as of Q3 2022.

  • CPWM LLC held 633,059 shares of Dimensional US Marketwide Value ETF worth $18.7M as of Q3 2022.
  • CPWM LLC bought 301,739 Dimensional US Marketwide Value ETF shares in Q3 2022, an estimated $9.81M.
  • Dimensional US Marketwide Value ETF made up 1.77% of CPWM LLC's portfolio in Q3 2022, its #10 holding.
  • CPWM LLC first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 2 quarters since.
  • 424 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2022.

Based on CPWM LLC's 13F filing for Q3 2022, filed 14 Nov 2022.