FCA
DFUV icon

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

FinTrust Capital Advisors’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 		$28.8K Buy
691
+3
+0.4% +$121 ﹤0.01% 727
2024
Q2 		$27K Buy
688
+3
+0.4% +$119 ﹤0.01% 697
2024
Q1 		$28K Buy
685
+2
+0.3% +$76 0.01% 671
2023
Q4 		$25.4K Buy
683
+3
+0.4% +$103 0.01% 652
2023
Q3 		$23.1K Buy
680
+10
+1% +$350 0.01% 630
2023
Q2 		$22.4K Hold
670
– – 0.01% 623
2023
Q1 		$22.4K Hold
670
– – 0.01% 621
2022
Q4 		$22.4K Buy
670
+2
+0.3% +$66 0.01% 620
2022
Q3 		$21K Buy
668
+4
+0.6% +$130 0.01% 706
2022
Q2 		$22K Buy
+664
New +$22.1K 0.01% 712

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SC
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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