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Life Planning Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Life Planning Partners’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
Q3 		$23.1K Hold
779
– – 0.03% 116
2022
Q2 		$25K Buy
+779
New +$25.9K 0.03% 110

Other funds holding DFUV

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RCG
Resource Consulting Group Orlando, Florida $584M AUM 15.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Life Planning Partners's DFUV Position: Q3 2022 in Review

Life Planning Partners held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q3 2022 at 779 shares worth $23.1K. The position accounts for 0.03% of the portfolio, ranked #116.

Life Planning Partners first reported a position in DFUV in Q2 2022 and has held it in 2 quarters since. The position peaked at $25K in Q2 2022. 424 funds tracked by Wall St. Rank hold DFUV as of Q3 2022.

  • Life Planning Partners held 779 shares of Dimensional US Marketwide Value ETF worth $23.1K as of Q3 2022.
  • Life Planning Partners left its Dimensional US Marketwide Value ETF share count unchanged in Q3 2022.
  • Dimensional US Marketwide Value ETF made up 0.03% of Life Planning Partners's portfolio in Q3 2022, its #116 holding.
  • Life Planning Partners first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 2 quarters since.
  • Life Planning Partners's Dimensional US Marketwide Value ETF position peaked at $25K in Q2 2022.
  • 424 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2022.

Based on Life Planning Partners's 13F filing for Q3 2022, filed 13 Oct 2022.