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Dowling & Yahnke’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Dowling & Yahnke’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 		$35.7M Buy
1,204,826
+169,447
+16% +$5.51M 1.66% 14
2022
Q2 		$32.7M Buy
+1,035,379
New +$34.5M 1.54% 16

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

Dowling & Yahnke's DFUV Position: Q3 2022 in Review

Dowling & Yahnke increased its Dimensional US Marketwide Value ETF (DFUV) stake by 16% in Q3 2022, buying an estimated $5.51M and bringing the position to 1,204,826 shares worth $35.7M. The position accounts for 1.66% of the portfolio, ranked #14.

Dowling & Yahnke 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.

  • Dowling & Yahnke held 1,204,826 shares of Dimensional US Marketwide Value ETF worth $35.7M as of Q3 2022.
  • Dowling & Yahnke bought 169,447 Dimensional US Marketwide Value ETF shares in Q3 2022, an estimated $5.51M.
  • Dimensional US Marketwide Value ETF made up 1.66% of Dowling & Yahnke's portfolio in Q3 2022, its #14 holding.
  • Dowling & Yahnke 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 Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.