Lake Point Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Lake Point Wealth 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
2022 Q2	$8.27M	Buy	+261,847	New	+$8.71M	4.7%	10

Other funds holding DFUV

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 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

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

Equius Partners Novato, California $324M AUM 8.27% 1-Year Est. Return

Lake Point Wealth Management's DFUV Position: Q2 2022 in Review

Lake Point Wealth Management opened a new position in Dimensional US Marketwide Value ETF (DFUV) in Q2 2022: 261,847 shares worth $8.27M. The stake represents 4.7% of the portfolio and ranks #10 among its holdings.

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

Lake Point Wealth Management held 261,847 shares of Dimensional US Marketwide Value ETF worth $8.27M as of Q2 2022.
Dimensional US Marketwide Value ETF was a new Lake Point Wealth Management position in Q2 2022.
Dimensional US Marketwide Value ETF made up 4.7% of Lake Point Wealth Management's portfolio in Q2 2022, its #10 holding.
395 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.