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Equius Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Equius Partners’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 		$99.4M Sell
2,969,692
-58,899
-2% -$1.96M 30.7% 1
2022
Q3 		$89.7M Buy
3,028,591
+36,370
+1% +$1.18M 32.22% 1
2022
Q2 		$94.6M Buy
+2,992,221
New +$99.6M 32.01% 1

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

Equius Partners's DFUV Position: Q4 2022 in Review

Equius Partners reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.9% in Q4 2022, selling an estimated $1.96M and leaving 2,969,692 shares worth $99.4M. The position accounts for 30.7% of the portfolio, ranked #1.

Equius Partners first reported a position in DFUV in Q2 2022 and has held it in 3 quarters since. 479 funds tracked by Wall St. Rank hold DFUV as of Q4 2022.

  • Equius Partners held 2,969,692 shares of Dimensional US Marketwide Value ETF worth $99.4M as of Q4 2022.
  • Equius Partners sold 58,899 Dimensional US Marketwide Value ETF shares in Q4 2022, an estimated $1.96M.
  • Dimensional US Marketwide Value ETF made up 30.7% of Equius Partners's portfolio in Q4 2022, its #1 holding.
  • Equius Partners first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 3 quarters since.
  • 479 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2022.

Based on Equius Partners's 13F filing for Q4 2022, filed 27 Jan 2023.