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EdgeRock Capital’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

EdgeRock Capital’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
Q3 		– Sell
-551
Closed -$21.6K – 124
2024
Q2 		$21.6K Buy
+551
New +$21.8K 0.02% 175
2024
Q1 		– Sell
-606
Closed -$22.8K – 145
2023
Q4 		$22.8K Buy
+606
New +$20.9K 0.02% 175
2022
Q4 		– Sell
-881
Closed -$26K – 136
2022
Q3 		$26K Buy
+881
New +$28.6K 0.01% 143

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 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

EdgeRock Capital's DFUV Position: Q3 2024 in Review

EdgeRock Capital sold out of Dimensional US Marketwide Value ETF (DFUV) in Q3 2024, closing a stake of 551 shares — an estimated $21.6K sold.

EdgeRock Capital first reported a position in DFUV in Q3 2022 and held it in 3 quarters. The position peaked at $26K in Q3 2022. 604 funds tracked by Wall St. Rank hold DFUV as of Q3 2024.

  • EdgeRock Capital reported no remaining Dimensional US Marketwide Value ETF position as of Q3 2024 after selling out during the quarter.
  • EdgeRock Capital sold 551 Dimensional US Marketwide Value ETF shares in Q3 2024, an estimated $21.6K.
  • EdgeRock Capital first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and held it in 3 quarters.
  • EdgeRock Capital's Dimensional US Marketwide Value ETF position peaked at $26K in Q3 2022.
  • 604 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2024.

Based on EdgeRock Capital's 13F filing for Q3 2024, filed 15 Oct 2024.