FNBT
DFUV icon

FineMark National Bank & Trust’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

FineMark National Bank & Trust’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
Q4 		– Sell
-5,353
Closed -$223K – 443
2024
Q3 		$223K Buy
+5,353
New +$216K 0.01% 393

Other funds holding DFUV

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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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 $2.22B AUM 20.66% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FineMark National Bank & Trust's DFUV Position: Q4 2024 in Review

FineMark National Bank & Trust sold out of Dimensional US Marketwide Value ETF (DFUV) in Q4 2024, closing a stake of 5,353 shares — an estimated $223K sold.

FineMark National Bank & Trust first reported a position in DFUV in Q3 2024 and held it in 1 quarter. The position peaked at $223K in Q3 2024. 668 funds tracked by Wall St. Rank hold DFUV as of Q4 2024.

  • FineMark National Bank & Trust reported no remaining Dimensional US Marketwide Value ETF position as of Q4 2024 after selling out during the quarter.
  • FineMark National Bank & Trust sold 5,353 Dimensional US Marketwide Value ETF shares in Q4 2024, an estimated $223K.
  • FineMark National Bank & Trust first reported a position in Dimensional US Marketwide Value ETF in Q3 2024 and held it in 1 quarter.
  • FineMark National Bank & Trust's Dimensional US Marketwide Value ETF position peaked at $223K in Q3 2024.
  • 668 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2024.

Based on FineMark National Bank & Trust's 13F filing for Q4 2024, filed 11 Feb 2025.