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

HB 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
Q4 		– Sell
-7,398
Closed -$308K – 1088
2024
Q3 		$308K Buy
+7,398
New +$299K ﹤0.01% 751

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SC
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Focus Partners Wealth
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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

HB Wealth Management's DFUV Position: Q4 2024 in Review

HB Wealth Management sold out of Dimensional US Marketwide Value ETF (DFUV) in Q4 2024, closing a stake of 7,398 shares — an estimated $308K sold.

HB Wealth Management first reported a position in DFUV in Q3 2024 and held it in 1 quarter. The position peaked at $308K in Q3 2024. 668 funds tracked by Wall St. Rank hold DFUV as of Q4 2024.

  • HB Wealth Management reported no remaining Dimensional US Marketwide Value ETF position as of Q4 2024 after selling out during the quarter.
  • HB Wealth Management sold 7,398 Dimensional US Marketwide Value ETF shares in Q4 2024, an estimated $308K.
  • HB Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q3 2024 and held it in 1 quarter.
  • HB Wealth Management's Dimensional US Marketwide Value ETF position peaked at $308K in Q3 2024.
  • 668 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2024.

Based on HB Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.