GCIM
DFUV icon

Gunn & Company Investment Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Gunn & Company Investment 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
Q3 		$858K Hold
20,574
– – 0.59% 38
2024
Q2 		$808K Sell
20,574
-450
-2% -$17.8K 0.05% 75
2024
Q1 		$860K Hold
21,024
– – 0.65% 35
2023
Q4 		$783K Sell
21,024
-154
-0.7% -$5.3K 0.05% 60
2023
Q3 		$720K Buy
+21,178
New +$742K 0.63% 37

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 $424B AUM 22.96% 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 $103B AUM 28.65% 1-Year Est. Return

Gunn & Company Investment Management's DFUV Position: Q3 2024 in Review

Gunn & Company Investment Management held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q3 2024 at 20,574 shares worth $858K. The position accounts for 0.59% of the portfolio, ranked #38.

Gunn & Company Investment Management first reported a position in DFUV in Q3 2023 and has held it in 5 quarters since. The position peaked at $860K in Q1 2024. 604 funds tracked by Wall St. Rank hold DFUV as of Q3 2024.

  • Gunn & Company Investment Management held 20,574 shares of Dimensional US Marketwide Value ETF worth $858K as of Q3 2024.
  • Gunn & Company Investment Management left its Dimensional US Marketwide Value ETF share count unchanged in Q3 2024.
  • Dimensional US Marketwide Value ETF made up 0.59% of Gunn & Company Investment Management's portfolio in Q3 2024, its #38 holding.
  • Gunn & Company Investment Management first reported a position in Dimensional US Marketwide Value ETF in Q3 2023 and has held it in 5 quarters since.
  • Gunn & Company Investment Management's Dimensional US Marketwide Value ETF position peaked at $860K in Q1 2024.
  • 604 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.