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FMFE Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

FMFE Wealth Management’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 		$23.6M Buy
601,606
+6,627
+1% +$262K 21.95% 2
2024
Q1 		$24.3M Buy
594,979
+37
+0% +$1.41K 22.32% 2
2023
Q4 		$22.1M Buy
+594,942
New +$20.5M 21.81% 2

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 $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

FMFE Wealth Management's DFUV Position: Q2 2024 in Review

FMFE Wealth Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 1.1% in Q2 2024, buying an estimated $262K and bringing the position to 601,606 shares worth $23.6M. The position accounts for 21.95% of the portfolio, ranked #2.

FMFE Wealth Management first reported a position in DFUV in Q4 2023 and has held it in 3 quarters since. The position peaked at $24.3M in Q1 2024. 589 funds tracked by Wall St. Rank hold DFUV as of Q2 2024.

  • FMFE Wealth Management held 601,606 shares of Dimensional US Marketwide Value ETF worth $23.6M as of Q2 2024.
  • FMFE Wealth Management bought 6,627 Dimensional US Marketwide Value ETF shares in Q2 2024, an estimated $262K.
  • Dimensional US Marketwide Value ETF made up 21.95% of FMFE Wealth Management's portfolio in Q2 2024, its #2 holding.
  • FMFE Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 3 quarters since.
  • FMFE Wealth Management's Dimensional US Marketwide Value ETF position peaked at $24.3M in Q1 2024.
  • 589 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2024.

Based on FMFE Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.