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Lion Street Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Lion Street Advisors’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 		– Sell
-5,085
Closed -$212K – 263
2024
Q3 		$212K Sell
5,085
-47
-0.9% -$1.9K 0.07% 244
2024
Q2 		$202K Sell
5,132
-469
-8% -$18.6K 0.07% 254
2024
Q1 		$208K Hold
5,601
– – 0.09% 234
2023
Q4 		$208K Buy
+5,601
New +$193K 0.09% 233

Other funds holding DFUV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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 $2.52B AUM 26.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Lion Street Advisors's DFUV Position: Q4 2024 in Review

Lion Street Advisors sold out of Dimensional US Marketwide Value ETF (DFUV) in Q4 2024, closing a stake of 5,085 shares — an estimated $212K sold.

Lion Street Advisors first reported a position in DFUV in Q4 2023 and held it in 4 quarters. The position peaked at $212K in Q3 2024. 670 funds tracked by Wall St. Rank hold DFUV as of Q4 2024.

  • Lion Street Advisors reported no remaining Dimensional US Marketwide Value ETF position as of Q4 2024 after selling out during the quarter.
  • Lion Street Advisors sold 5,085 Dimensional US Marketwide Value ETF shares in Q4 2024, an estimated $212K.
  • Lion Street Advisors first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and held it in 4 quarters.
  • Lion Street Advisors's Dimensional US Marketwide Value ETF position peaked at $212K in Q3 2024.
  • 670 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2024.

Based on Lion Street Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.