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Mine & Arao Wealth Creation & Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Mine & Arao Wealth Creation & 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
-604
Closed -$18K – 327
2022
Q3 		$18K Hold
604
– – 0.01% 187
2022
Q2 		$19K Buy
+604
New +$20.1K 0.01% 194

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

Mine & Arao Wealth Creation & Management's DFUV Position: Q4 2022 in Review

Mine & Arao Wealth Creation & Management sold out of Dimensional US Marketwide Value ETF (DFUV) in Q4 2022, closing a stake of 604 shares — an estimated $18K sold.

Mine & Arao Wealth Creation & Management first reported a position in DFUV in Q2 2022 and held it in 2 quarters. The position peaked at $19K in Q2 2022. 479 funds tracked by Wall St. Rank hold DFUV as of Q4 2022.

  • Mine & Arao Wealth Creation & Management reported no remaining Dimensional US Marketwide Value ETF position as of Q4 2022 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 604 Dimensional US Marketwide Value ETF shares in Q4 2022, an estimated $18K.
  • Mine & Arao Wealth Creation & Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and held it in 2 quarters.
  • Mine & Arao Wealth Creation & Management's Dimensional US Marketwide Value ETF position peaked at $19K in Q2 2022.
  • 479 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2022.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q4 2022, filed 6 Feb 2023.