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Householder Group Estate & Retirement Specialist’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$170K Buy
4,172
+278
+7% +$11.8K 0.13% 110
2024
Q3 		$162K Buy
+3,894
New +$157K 0.05% 281
2024
Q1 		– Sell
-10,838
Closed -$403K – 1284
2023
Q4 		$403K Buy
+10,838
New +$373K 0.13% 145

Other funds holding DFUV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

Householder Group Estate & Retirement Specialist's DFUV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist increased its Dimensional US Marketwide Value ETF (DFUV) stake by 7.1% in Q4 2024, buying an estimated $11.8K and bringing the position to 4,172 shares worth $170K. The position accounts for 0.13% of the portfolio, ranked #110.

Householder Group Estate & Retirement Specialist first reported a position in DFUV in Q4 2023 and has held it in 3 quarters since. The position peaked at $403K in Q4 2023. 668 funds tracked by Wall St. Rank hold DFUV as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 4,172 shares of Dimensional US Marketwide Value ETF worth $170K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist bought 278 Dimensional US Marketwide Value ETF shares in Q4 2024, an estimated $11.8K.
  • Dimensional US Marketwide Value ETF made up 0.13% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #110 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 3 quarters since.
  • Householder Group Estate & Retirement Specialist's Dimensional US Marketwide Value ETF position peaked at $403K in Q4 2023.
  • 668 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.