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

Fortis 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
2023
Q2 		– Sell
-4,154
Closed -$139K – 131
2023
Q1 		$139K Buy
4,154
+18
+0.4% +$616 0.09% 98
2022
Q4 		$138K Buy
4,136
+17
+0.4% +$565 0.11% 97
2022
Q3 		$122K Buy
4,119
+22
+0.5% +$715 0.09% 109
2022
Q2 		$129K Buy
+4,097
New +$136K 0.09% 110

Other funds holding DFUV

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
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
RCG
Resource Consulting Group Orlando, Florida $584M AUM 15.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fortis Advisors's DFUV Position: Q2 2023 in Review

Fortis Advisors sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2023, closing a stake of 4,154 shares — an estimated $139K sold.

Fortis Advisors first reported a position in DFUV in Q2 2022 and held it in 4 quarters. The position peaked at $139K in Q1 2023. 493 funds tracked by Wall St. Rank hold DFUV as of Q2 2023.

  • Fortis Advisors reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2023 after selling out during the quarter.
  • Fortis Advisors sold 4,154 Dimensional US Marketwide Value ETF shares in Q2 2023, an estimated $139K.
  • Fortis Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and held it in 4 quarters.
  • Fortis Advisors's Dimensional US Marketwide Value ETF position peaked at $139K in Q1 2023.
  • 493 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.