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Curi Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Curi Wealth Management’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
Q1 		– Sell
-15,301
Closed -$570K – 36
2023
Q4 		$570K Buy
15,301
+59
+0.4% +$2.03K 0.08% 82
2023
Q3 		$519K Sell
15,242
-11,207
-42% -$393K 0.08% 84
2023
Q2 		$912K Buy
26,449
+68
+0.3% +$2.27K 0.12% 74
2023
Q1 		$883K Buy
26,381
+61
+0.2% +$2.09K 0.13% 76
2022
Q4 		$881K Buy
26,320
+53
+0.2% +$1.76K 0.12% 92
2022
Q3 		$778K Buy
26,267
+71
+0.3% +$2.31K 0.13% 84
2022
Q2 		$828K Buy
+26,196
New +$872K 0.16% 55

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Curi Wealth Management's DFUV Position: Q1 2024 in Review

Curi Wealth Management sold out of Dimensional US Marketwide Value ETF (DFUV) in Q1 2024, closing a stake of 15,301 shares — an estimated $570K sold.

Curi Wealth Management first reported a position in DFUV in Q2 2022 and held it in 7 quarters. The position peaked at $912K in Q2 2023. 566 funds tracked by Wall St. Rank hold DFUV as of Q1 2024.

  • Curi Wealth Management reported no remaining Dimensional US Marketwide Value ETF position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 15,301 Dimensional US Marketwide Value ETF shares in Q1 2024, an estimated $570K.
  • Curi Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and held it in 7 quarters.
  • Curi Wealth Management's Dimensional US Marketwide Value ETF position peaked at $912K in Q2 2023.
  • 566 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.