DI
NULV icon

DDFG Inc’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

DDFG Inc’s Portfolio NULV Stock Details NULV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$669K Hold
12,699
– – 0.13% 49
2026
Q2 		$635K Sell
12,699
-176
-1% -$8.7K 0.13% 52
2026
Q1 		$586K Buy
12,875
+221
+2% +$10.3K 0.13% 50
2025
Q4 		$570K Sell
12,654
-110
-0.9% -$4.91K 0.12% 49
2025
Q3 		$559K Sell
12,764
-377
-3% -$16.1K 0.13% 50
2025
Q2 		$551K Hold
13,141
– – 0.14% 49
2025
Q1 		$532K Buy
13,141
+2,222
+20% +$90.1K 0.15% 46
2024
Q4 		$430K Sell
10,919
-627
-5% -$26K 0.12% 51
2024
Q3 		$482K Buy
11,546
+55
+0.5% +$2.18K 0.14% 50
2024
Q2 		$434K Sell
11,491
-682
-6% -$25.8K 0.13% 51
2024
Q1 		$473K Sell
12,173
-712
-6% -$26.1K 0.15% 46
2023
Q4 		$463K Buy
12,885
+312
+2% +$10.7K 0.16% 46
2023
Q3 		$422K Buy
12,573
+1,504
+14% +$52.6K 0.16% 46
2023
Q2 		$384K Hold
11,069
– – 0.14% 50
2023
Q1 		$377K Buy
11,069
+266
+2% +$9.17K 0.15% 45
2022
Q4 		$370K Buy
+10,803
New +$369K 0.15% 46

Other funds holding NULV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
True Blue Financial
True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

DDFG Inc's NULV Position: Q3 2026 in Review

DDFG Inc held its Nuveen ESG Large-Cap Value ETF (NULV) position steady in Q3 2026 at 12,699 shares worth $669K. The position accounts for 0.13% of the portfolio, ranked #49.

DDFG Inc first reported a position in NULV in Q4 2022 and has held it in 16 quarters since. 132 funds tracked by Wall St. Rank hold NULV as of Q3 2026.

  • DDFG Inc held 12,699 shares of Nuveen ESG Large-Cap Value ETF worth $669K as of Q3 2026.
  • DDFG Inc left its Nuveen ESG Large-Cap Value ETF share count unchanged in Q3 2026.
  • Nuveen ESG Large-Cap Value ETF made up 0.13% of DDFG Inc's portfolio in Q3 2026, its #49 holding.
  • DDFG Inc first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2022 and has held it in 16 quarters since.
  • 132 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.