FFA
DFUV icon

First Foundation Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

First Foundation 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
2022
Q4 		– Sell
-11,035
Closed -$327K – 406
2022
Q3 		$327K Buy
11,035
+39
+0.4% +$1.27K 0.02% 279
2022
Q2 		$347K Buy
+10,996
New +$366K 0.02% 288

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

First Foundation Advisors's DFUV Position: Q4 2022 in Review

First Foundation Advisors sold out of Dimensional US Marketwide Value ETF (DFUV) in Q4 2022, closing a stake of 11,035 shares — an estimated $327K sold.

First Foundation Advisors first reported a position in DFUV in Q2 2022 and held it in 2 quarters. The position peaked at $347K in Q2 2022. 479 funds tracked by Wall St. Rank hold DFUV as of Q4 2022.

  • First Foundation Advisors reported no remaining Dimensional US Marketwide Value ETF position as of Q4 2022 after selling out during the quarter.
  • First Foundation Advisors sold 11,035 Dimensional US Marketwide Value ETF shares in Q4 2022, an estimated $327K.
  • First Foundation Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and held it in 2 quarters.
  • First Foundation Advisors's Dimensional US Marketwide Value ETF position peaked at $347K in Q2 2022.
  • 479 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2022.

Based on First Foundation Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.