DBG
DFUV icon

De Burlo Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

De Burlo Group’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
Q4 		– Sell
-1,335
Closed -$39.5K – 110
2022
Q3 		$39.5K Buy
+1,335
New +$43.4K 0.01% 110

Other funds holding DFUV

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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RCG
Resource Consulting Group Orlando, Florida $584M AUM 15.38% 1-Year Est. Return

De Burlo Group's DFUV Position: Q4 2022 in Review

De Burlo Group sold out of Dimensional US Marketwide Value ETF (DFUV) in Q4 2022, closing a stake of 1,335 shares — an estimated $39.5K sold.

De Burlo Group first reported a position in DFUV in Q3 2022 and held it in 1 quarter. The position peaked at $39.5K in Q3 2022. 479 funds tracked by Wall St. Rank hold DFUV as of Q4 2022.

  • De Burlo Group reported no remaining Dimensional US Marketwide Value ETF position as of Q4 2022 after selling out during the quarter.
  • De Burlo Group sold 1,335 Dimensional US Marketwide Value ETF shares in Q4 2022, an estimated $39.5K.
  • De Burlo Group first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and held it in 1 quarter.
  • De Burlo Group's Dimensional US Marketwide Value ETF position peaked at $39.5K in Q3 2022.
  • 479 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2022.

Based on De Burlo Group's 13F filing for Q4 2022, filed 14 Feb 2023.