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

Frazier Financial 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 		– Sell
-5,540
Closed -$218K – 908
2024
Q2 		$218K Hold
5,540
– – 0.17% 51
2024
Q1 		$227K Sell
5,540
-1,864
-25% -$71.2K 0.19% 49
2023
Q4 		$276K Buy
+7,404
New +$255K 0.24% 38

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

Frazier Financial Advisors's DFUV Position: Q3 2024 in Review

Frazier Financial Advisors sold out of Dimensional US Marketwide Value ETF (DFUV) in Q3 2024, closing a stake of 5,540 shares — an estimated $218K sold.

Frazier Financial Advisors first reported a position in DFUV in Q4 2023 and held it in 3 quarters. The position peaked at $276K in Q4 2023. 604 funds tracked by Wall St. Rank hold DFUV as of Q3 2024.

  • Frazier Financial Advisors reported no remaining Dimensional US Marketwide Value ETF position as of Q3 2024 after selling out during the quarter.
  • Frazier Financial Advisors sold 5,540 Dimensional US Marketwide Value ETF shares in Q3 2024, an estimated $218K.
  • Frazier Financial Advisors first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and held it in 3 quarters.
  • Frazier Financial Advisors's Dimensional US Marketwide Value ETF position peaked at $276K in Q4 2023.
  • 604 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2024.

Based on Frazier Financial Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.