First Manhattan
DFUV icon

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

First Manhattan’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
Q2 		– Sell
-3,030
Closed -$124K – 820
2024
Q1 		$124K Buy
3,030
+2,375
+363% +$90.7K ﹤0.01% 729
2023
Q4 		$24.4K Hold
655
– – ﹤0.01% 991
2023
Q3 		$22.3K Hold
655
– – ﹤0.01% 1005
2023
Q2 		$22.6K Hold
655
– – ﹤0.01% 1013
2023
Q1 		$21.9K Hold
655
– – ﹤0.01% 1070
2022
Q4 		$21.9K Hold
655
– – ﹤0.01% 1089
2022
Q3 		$19K Hold
655
– – ﹤0.01% 1095
2022
Q2 		$20K Buy
+655
New +$21.8K ﹤0.01% 1109

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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 $2.52B AUM 26.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

First Manhattan's DFUV Position: Q2 2024 in Review

First Manhattan sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2024, closing a stake of 3,030 shares — an estimated $124K sold.

First Manhattan first reported a position in DFUV in Q2 2022 and held it in 8 quarters. The position peaked at $124K in Q1 2024. 590 funds tracked by Wall St. Rank hold DFUV as of Q2 2024.

  • First Manhattan reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2024 after selling out during the quarter.
  • First Manhattan sold 3,030 Dimensional US Marketwide Value ETF shares in Q2 2024, an estimated $124K.
  • First Manhattan first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and held it in 8 quarters.
  • First Manhattan's Dimensional US Marketwide Value ETF position peaked at $124K in Q1 2024.
  • 590 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2024.

Based on First Manhattan's 13F filing for Q2 2024, filed 14 Aug 2024.