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Legacy Investment Solutions’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Legacy Investment Solutions’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 		$7.16K Sell
168
-168
-50% -$7.13K ﹤0.01% 339
2024
Q3 		$14.6K Buy
+336
New +$13.6K 0.01% 259

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SC
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Focus Partners Wealth
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Corient Private Wealth
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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
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Legacy Investment Solutions's DFUV Position: Q4 2024 in Review

Legacy Investment Solutions reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 50% in Q4 2024, selling an estimated $7.13K and leaving 168 shares worth $7.16K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Legacy Investment Solutions first reported a position in DFUV in Q3 2024 and has held it in 2 quarters since. The position peaked at $14.6K in Q3 2024. 668 funds tracked by Wall St. Rank hold DFUV as of Q4 2024.

  • Legacy Investment Solutions held 168 shares of Dimensional US Marketwide Value ETF worth $7.16K as of Q4 2024.
  • Legacy Investment Solutions sold 168 Dimensional US Marketwide Value ETF shares in Q4 2024, an estimated $7.13K.
  • Dimensional US Marketwide Value ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q4 2024, its #339 holding.
  • Legacy Investment Solutions first reported a position in Dimensional US Marketwide Value ETF in Q3 2024 and has held it in 2 quarters since.
  • Legacy Investment Solutions's Dimensional US Marketwide Value ETF position peaked at $14.6K in Q3 2024.
  • 668 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.