MAM
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Marquette Asset Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Marquette Asset Management’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
Q1 		– Sell
-5,493
Closed -$204K – 205
2023
Q4 		$204K Hold
5,493
– – 0.04% 71
2023
Q3 		$187K Buy
+5,493
New +$192K 0.04% 74

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SC
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BSW
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Corient Private Wealth
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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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HighTower Advisors
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Creative Planning
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Marquette Asset Management's DFUV Position: Q1 2024 in Review

Marquette Asset Management sold out of Dimensional US Marketwide Value ETF (DFUV) in Q1 2024, closing a stake of 5,493 shares — an estimated $204K sold.

Marquette Asset Management first reported a position in DFUV in Q3 2023 and held it in 2 quarters. The position peaked at $204K in Q4 2023. 566 funds tracked by Wall St. Rank hold DFUV as of Q1 2024.

  • Marquette Asset Management reported no remaining Dimensional US Marketwide Value ETF position as of Q1 2024 after selling out during the quarter.
  • Marquette Asset Management sold 5,493 Dimensional US Marketwide Value ETF shares in Q1 2024, an estimated $204K.
  • Marquette Asset Management first reported a position in Dimensional US Marketwide Value ETF in Q3 2023 and held it in 2 quarters.
  • Marquette Asset Management's Dimensional US Marketwide Value ETF position peaked at $204K in Q4 2023.
  • 566 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2024.

Based on Marquette Asset Management's 13F filing for Q1 2024, filed 6 May 2024.