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Fiduciary Alliance’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Fiduciary Alliance’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
2023
Q1 		– Sell
-4,696
Closed -$157K – 323
2022
Q4 		$157K Buy
+4,696
New +$156K 0.04% 139

Other funds holding DFUV

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
RCG
Resource Consulting Group Orlando, Florida $584M AUM 15.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fiduciary Alliance's DFUV Position: Q1 2023 in Review

Fiduciary Alliance sold out of Dimensional US Marketwide Value ETF (DFUV) in Q1 2023, closing a stake of 4,696 shares — an estimated $157K sold.

Fiduciary Alliance first reported a position in DFUV in Q4 2022 and held it in 1 quarter. The position peaked at $157K in Q4 2022. 489 funds tracked by Wall St. Rank hold DFUV as of Q1 2023.

  • Fiduciary Alliance reported no remaining Dimensional US Marketwide Value ETF position as of Q1 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 4,696 Dimensional US Marketwide Value ETF shares in Q1 2023, an estimated $157K.
  • Fiduciary Alliance first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and held it in 1 quarter.
  • Fiduciary Alliance's Dimensional US Marketwide Value ETF position peaked at $157K in Q4 2022.
  • 489 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2023.

Based on Fiduciary Alliance's 13F filing for Q1 2023, filed 18 Apr 2023.