CFB
DFUV icon

Cullen/Frost Bankers’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Cullen/Frost Bankers’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
-2,591
Closed -$106K – 1252
2024
Q1 		$106K Buy
+2,591
New +$99K ﹤0.01% 565

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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 $72.2B AUM 27.85% 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 $2.52B AUM 26.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cullen/Frost Bankers's DFUV Position: Q2 2024 in Review

Cullen/Frost Bankers sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2024, closing a stake of 2,591 shares — an estimated $106K sold.

Cullen/Frost Bankers first reported a position in DFUV in Q1 2024 and held it in 1 quarter. The position peaked at $106K in Q1 2024. 590 funds tracked by Wall St. Rank hold DFUV as of Q2 2024.

  • Cullen/Frost Bankers reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2024 after selling out during the quarter.
  • Cullen/Frost Bankers sold 2,591 Dimensional US Marketwide Value ETF shares in Q2 2024, an estimated $106K.
  • Cullen/Frost Bankers first reported a position in Dimensional US Marketwide Value ETF in Q1 2024 and held it in 1 quarter.
  • Cullen/Frost Bankers's Dimensional US Marketwide Value ETF position peaked at $106K in Q1 2024.
  • 590 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2024.

Based on Cullen/Frost Bankers's 13F filing for Q2 2024, filed 5 Aug 2024.