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

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

FinTrust Capital Advisors's DFUV Position: Q3 2024 in Review

FinTrust Capital Advisors increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.44% in Q3 2024, buying an estimated $121 and bringing the position to 691 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

FinTrust Capital Advisors first reported a position in DFUV in Q2 2022 and has held it in 10 quarters since. 604 funds tracked by Wall St. Rank hold DFUV as of Q3 2024.

FinTrust Capital Advisors held 691 shares of Dimensional US Marketwide Value ETF worth $28.8K as of Q3 2024.
FinTrust Capital Advisors bought 3 Dimensional US Marketwide Value ETF shares in Q3 2024, an estimated $121.
Dimensional US Marketwide Value ETF made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #727 holding.
FinTrust Capital Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 10 quarters since.
604 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.