KC
DFUV icon

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

Kingfisher 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
2024
Q3 		$594K Buy
14,237
+6,968
+96% +$282K 0.14% 117
2024
Q2 		$285K Buy
+7,269
New +$288K 0.07% 145

Other funds holding DFUV

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

Kingfisher Capital's DFUV Position: Q3 2024 in Review

Kingfisher Capital increased its Dimensional US Marketwide Value ETF (DFUV) stake by 96% in Q3 2024, buying an estimated $282K and bringing the position to 14,237 shares worth $594K. The position accounts for 0.14% of the portfolio, ranked #117.

Kingfisher Capital first reported a position in DFUV in Q2 2024 and has held it in 2 quarters since. 604 funds tracked by Wall St. Rank hold DFUV as of Q3 2024.

  • Kingfisher Capital held 14,237 shares of Dimensional US Marketwide Value ETF worth $594K as of Q3 2024.
  • Kingfisher Capital bought 6,968 Dimensional US Marketwide Value ETF shares in Q3 2024, an estimated $282K.
  • Dimensional US Marketwide Value ETF made up 0.14% of Kingfisher Capital's portfolio in Q3 2024, its #117 holding.
  • Kingfisher Capital first reported a position in Dimensional US Marketwide Value ETF in Q2 2024 and has held it in 2 quarters since.
  • 604 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2024.

Based on Kingfisher Capital's 13F filing for Q3 2024, filed 14 Nov 2024.