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

Meeder 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
2022
Q4 		– Sell
-2,867
Closed -$85K – 1092
2022
Q3 		$85K Buy
+2,867
New +$93.2K ﹤0.01% 725

Other funds holding DFUV

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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RCG
Resource Consulting Group Orlando, Florida $584M AUM 15.38% 1-Year Est. Return

Meeder Asset Management's DFUV Position: Q4 2022 in Review

Meeder Asset Management sold out of Dimensional US Marketwide Value ETF (DFUV) in Q4 2022, closing a stake of 2,867 shares — an estimated $85K sold.

Meeder Asset Management first reported a position in DFUV in Q3 2022 and held it in 1 quarter. The position peaked at $85K in Q3 2022. 479 funds tracked by Wall St. Rank hold DFUV as of Q4 2022.

  • Meeder Asset Management reported no remaining Dimensional US Marketwide Value ETF position as of Q4 2022 after selling out during the quarter.
  • Meeder Asset Management sold 2,867 Dimensional US Marketwide Value ETF shares in Q4 2022, an estimated $85K.
  • Meeder Asset Management first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and held it in 1 quarter.
  • Meeder Asset Management's Dimensional US Marketwide Value ETF position peaked at $85K in Q3 2022.
  • 479 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2022.

Based on Meeder Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.