Kades & Cheifetz’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Kades & Cheifetz’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	$484K	Buy	11,835 +2,142	+22%	+$90.9K	0.25%	68
2024 Q3	$404K	Sell	9,693 -700	-7%	-$28.3K	0.23%	68
2024 Q2	$408K	Buy	10,393 +46	+0.4%	+$1.82K	0.26%	63
2024 Q1	$423K	Buy	10,347 +37	+0.4%	+$1.41K	0.27%	58
2023 Q4	$384K	Buy	10,310 +40	+0.4%	+$1.38K	0.27%	59
2023 Q3	$349K	Buy	10,270 +53	+0.5%	+$1.86K	0.28%	59
2023 Q2	$352K	Hold	10,217	–	–	0.27%	63
2023 Q1	$342K	Hold	10,217	–	–	0.27%	63
2022 Q4	$342K	Buy	+10,217	New	+$340K	0.29%	64

Other funds holding DFUV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Kades & Cheifetz's DFUV Position: Q4 2024 in Review

Kades & Cheifetz increased its Dimensional US Marketwide Value ETF (DFUV) stake by 22% in Q4 2024, buying an estimated $90.9K and bringing the position to 11,835 shares worth $484K. The position accounts for 0.25% of the portfolio, ranked #68.

Kades & Cheifetz first reported a position in DFUV in Q4 2022 and has held it in 9 quarters since. 668 funds tracked by Wall St. Rank hold DFUV as of Q4 2024.

Kades & Cheifetz held 11,835 shares of Dimensional US Marketwide Value ETF worth $484K as of Q4 2024.
Kades & Cheifetz bought 2,142 Dimensional US Marketwide Value ETF shares in Q4 2024, an estimated $90.9K.
Dimensional US Marketwide Value ETF made up 0.25% of Kades & Cheifetz's portfolio in Q4 2024, its #68 holding.
Kades & Cheifetz first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 9 quarters since.
668 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.