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Leo Brokerage’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Leo Brokerage’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
2023
Q2 		$519K Buy
15,037
+76
+0.5% +$2.54K 0.06% 177
2023
Q1 		$501K Buy
+14,961
New +$512K 0.07% 178
2022
Q2 		$466K Buy
+14,755
New +$491K 0.13% 106

Other funds holding DFUV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
RCG
Resource Consulting Group Orlando, Florida $584M AUM 15.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Leo Brokerage's DFUV Position: Q2 2023 in Review

Leo Brokerage increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.51% in Q2 2023, buying an estimated $2.54K and bringing the position to 15,037 shares worth $519K. The position accounts for 0.06% of the portfolio, ranked #177.

Leo Brokerage first reported a position in DFUV in Q2 2022 and has held it in 3 quarters since. 492 funds tracked by Wall St. Rank hold DFUV as of Q2 2023.

  • Leo Brokerage held 15,037 shares of Dimensional US Marketwide Value ETF worth $519K as of Q2 2023.
  • Leo Brokerage bought 76 Dimensional US Marketwide Value ETF shares in Q2 2023, an estimated $2.54K.
  • Dimensional US Marketwide Value ETF made up 0.06% of Leo Brokerage's portfolio in Q2 2023, its #177 holding.
  • Leo Brokerage first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 3 quarters since.
  • 492 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.