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MassMutual Private Wealth & Trust’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

MassMutual Private Wealth & Trust’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
Q1 		– Sell
-3,379
Closed -$113K – 1823
2022
Q4 		$113K Sell
3,379
-77,000
-96% -$2.56M ﹤0.01% 396
2022
Q3 		$2.38M Hold
80,379
– – 0.11% 164
2022
Q2 		$2.54M Buy
+80,379
New +$2.68M 0.11% 162

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MassMutual Private Wealth & Trust's DFUV Position: Q1 2023 in Review

MassMutual Private Wealth & Trust sold out of Dimensional US Marketwide Value ETF (DFUV) in Q1 2023, closing a stake of 3,379 shares — an estimated $113K sold.

MassMutual Private Wealth & Trust first reported a position in DFUV in Q2 2022 and held it in 3 quarters. The position peaked at $2.54M in Q2 2022. 489 funds tracked by Wall St. Rank hold DFUV as of Q1 2023.

  • MassMutual Private Wealth & Trust reported no remaining Dimensional US Marketwide Value ETF position as of Q1 2023 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 3,379 Dimensional US Marketwide Value ETF shares in Q1 2023, an estimated $113K.
  • MassMutual Private Wealth & Trust first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and held it in 3 quarters.
  • MassMutual Private Wealth & Trust's Dimensional US Marketwide Value ETF position peaked at $2.54M in Q2 2022.
  • 489 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2023, filed 11 Apr 2023.