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

HFG 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
Q1 		– Sell
-84,193
Closed -$3.13M – 45
2023
Q4 		$3.13M Buy
+84,193
New +$2.9M 0.77% 27
2023
Q1 		$2.97M Buy
+88,670
New +$3.04M 0.62% 26

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 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 $860B AUM 41.15% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HFG Wealth Management's DFUV Position: Q1 2024 in Review

HFG Wealth Management sold out of Dimensional US Marketwide Value ETF (DFUV) in Q1 2024, closing a stake of 84,193 shares — an estimated $3.13M sold.

HFG Wealth Management first reported a position in DFUV in Q1 2023 and held it in 2 quarters. The position peaked at $3.13M in Q4 2023. 567 funds tracked by Wall St. Rank hold DFUV as of Q1 2024.

  • HFG Wealth Management reported no remaining Dimensional US Marketwide Value ETF position as of Q1 2024 after selling out during the quarter.
  • HFG Wealth Management sold 84,193 Dimensional US Marketwide Value ETF shares in Q1 2024, an estimated $3.13M.
  • HFG Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q1 2023 and held it in 2 quarters.
  • HFG Wealth Management's Dimensional US Marketwide Value ETF position peaked at $3.13M in Q4 2023.
  • 567 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2024.

Based on HFG Wealth Management's 13F filing for Q1 2024, filed 28 Jun 2024.