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Greenleaf Trust’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Greenleaf Trust’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
Q4 		– Sell
-5,381
Closed -$224K – 819
2024
Q3 		$224K Buy
5,381
+154
+3% +$6.22K ﹤0.01% 765
2024
Q2 		$205K Buy
5,227
+6
+0.1% +$237 ﹤0.01% 754
2024
Q1 		$214K Buy
+5,221
New +$199K ﹤0.01% 729

Other funds holding DFUV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

Greenleaf Trust's DFUV Position: Q4 2024 in Review

Greenleaf Trust sold out of Dimensional US Marketwide Value ETF (DFUV) in Q4 2024, closing a stake of 5,381 shares — an estimated $224K sold.

Greenleaf Trust first reported a position in DFUV in Q1 2024 and held it in 3 quarters. The position peaked at $224K in Q3 2024. 669 funds tracked by Wall St. Rank hold DFUV as of Q4 2024.

  • Greenleaf Trust reported no remaining Dimensional US Marketwide Value ETF position as of Q4 2024 after selling out during the quarter.
  • Greenleaf Trust sold 5,381 Dimensional US Marketwide Value ETF shares in Q4 2024, an estimated $224K.
  • Greenleaf Trust first reported a position in Dimensional US Marketwide Value ETF in Q1 2024 and held it in 3 quarters.
  • Greenleaf Trust's Dimensional US Marketwide Value ETF position peaked at $224K in Q3 2024.
  • 669 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2024.

Based on Greenleaf Trust's 13F filing for Q4 2024, filed 24 Jan 2025.