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Intersect Capital’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Intersect Capital’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
2022
Q2 		$6.28M Buy
+198,846
New +$6.62M 1.9% 7

Other funds holding DFUV

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
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
EP
Equius Partners Novato, California $324M AUM 8.27% 1-Year Est. Return

Intersect Capital's DFUV Position: Q2 2022 in Review

Intersect Capital opened a new position in Dimensional US Marketwide Value ETF (DFUV) in Q2 2022: 198,846 shares worth $6.28M. The stake represents 1.9% of the portfolio and ranks #7 among its holdings.

395 funds tracked by Wall St. Rank hold DFUV as of Q2 2022.

  • Intersect Capital held 198,846 shares of Dimensional US Marketwide Value ETF worth $6.28M as of Q2 2022.
  • Dimensional US Marketwide Value ETF was a new Intersect Capital position in Q2 2022.
  • Dimensional US Marketwide Value ETF made up 1.9% of Intersect Capital's portfolio in Q2 2022, its #7 holding.
  • 395 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.