IAIM
DFUV icon

International Assets Investment Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

International Assets 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
2023
Q2 		– Sell
-23,859
Closed -$640K – 645
2023
Q1 		$640K Buy
+23,859
New +$817K 0.09% 220
2022
Q3 		– Sell
-22,198
Closed -$520 – 505
2022
Q2 		$520 Buy
+22,198
New +$739K 0.05% 197

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
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 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 $757B AUM 28.64% 1-Year Est. Return
RCG
Resource Consulting Group Orlando, Florida $584M AUM 15.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

International Assets Investment Management's DFUV Position: Q2 2023 in Review

International Assets Investment Management sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2023, closing a stake of 23,859 shares — an estimated $640K sold.

International Assets Investment Management first reported a position in DFUV in Q2 2022 and held it in 2 quarters. The position peaked at $640K in Q1 2023. 493 funds tracked by Wall St. Rank hold DFUV as of Q2 2023.

  • International Assets Investment Management reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2023 after selling out during the quarter.
  • International Assets Investment Management sold 23,859 Dimensional US Marketwide Value ETF shares in Q2 2023, an estimated $640K.
  • International Assets Investment Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and held it in 2 quarters.
  • International Assets Investment Management's Dimensional US Marketwide Value ETF position peaked at $640K in Q1 2023.
  • 493 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2023.

Based on International Assets Investment Management's 13F filing for Q2 2023, filed 20 Jul 2023.