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Mason & Associates (California)’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Mason & Associates (California)’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
Q3 		– Sell
-16,655
Closed -$575K – 86
2023
Q2 		$575K Hold
16,655
– – 0.17% 43
2023
Q1 		$558K Hold
16,655
– – 0.17% 45
2022
Q4 		$558K Hold
16,655
– – 0.18% 44
2022
Q3 		$493K Hold
16,655
– – 0.17% 45
2022
Q2 		$526K Buy
+16,655
New +$554K 0.18% 48

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
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 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

Mason & Associates (California)'s DFUV Position: Q3 2023 in Review

Mason & Associates (California) sold out of Dimensional US Marketwide Value ETF (DFUV) in Q3 2023, closing a stake of 16,655 shares — an estimated $575K sold.

Mason & Associates (California) first reported a position in DFUV in Q2 2022 and held it in 5 quarters. The position peaked at $575K in Q2 2023. 489 funds tracked by Wall St. Rank hold DFUV as of Q3 2023.

  • Mason & Associates (California) reported no remaining Dimensional US Marketwide Value ETF position as of Q3 2023 after selling out during the quarter.
  • Mason & Associates (California) sold 16,655 Dimensional US Marketwide Value ETF shares in Q3 2023, an estimated $575K.
  • Mason & Associates (California) first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and held it in 5 quarters.
  • Mason & Associates (California)'s Dimensional US Marketwide Value ETF position peaked at $575K in Q2 2023.
  • 489 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2023.

Based on Mason & Associates (California)'s 13F filing for Q3 2023, filed 20 Oct 2023.