LNC
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Lincoln National Corp’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Lincoln National Corp’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
Q2 		– Sell
-11,479
Closed -$469K – 266
2024
Q1 		$469K Buy
11,479
+763
+7% +$29.1K 0.01% 772
2023
Q4 		$399K Sell
10,716
-1,199
-10% -$41.3K 0.01% 751
2023
Q3 		$405K Sell
11,915
-756
-6% -$26.5K 0.01% 671
2023
Q2 		$437K Sell
12,671
-963
-7% -$32.2K 0.01% 659
2023
Q1 		$456K Sell
13,634
-530
-4% -$18.1K 0.01% 622
2022
Q4 		$474K Buy
14,164
+22
+0.2% +$731 0.01% 550
2022
Q3 		$419K Buy
14,142
+100
+0.7% +$3.25K 0.01% 544
2022
Q2 		$444K Buy
+14,042
New +$467K 0.01% 517

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
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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

Lincoln National Corp's DFUV Position: Q2 2024 in Review

Lincoln National Corp sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2024, closing a stake of 11,479 shares — an estimated $469K sold.

Lincoln National Corp first reported a position in DFUV in Q2 2022 and held it in 8 quarters. The position peaked at $474K in Q4 2022. 589 funds tracked by Wall St. Rank hold DFUV as of Q2 2024.

  • Lincoln National Corp reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 11,479 Dimensional US Marketwide Value ETF shares in Q2 2024, an estimated $469K.
  • Lincoln National Corp first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and held it in 8 quarters.
  • Lincoln National Corp's Dimensional US Marketwide Value ETF position peaked at $474K in Q4 2022.
  • 589 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.