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MUFG Americas’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

MUFG Americas’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
-18,764
Closed -$556K – 185
2022
Q3 		$556K Sell
18,764
-2,045
-10% -$66.5K 0.01% 293
2022
Q2 		$658K Buy
+20,809
New +$693K 0.02% 290

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

MUFG Americas's DFUV Position: Q4 2022 in Review

MUFG Americas sold out of Dimensional US Marketwide Value ETF (DFUV) in Q4 2022, closing a stake of 18,764 shares — an estimated $556K sold.

MUFG Americas first reported a position in DFUV in Q2 2022 and held it in 2 quarters. The position peaked at $658K in Q2 2022. 479 funds tracked by Wall St. Rank hold DFUV as of Q4 2022.

  • MUFG Americas reported no remaining Dimensional US Marketwide Value ETF position as of Q4 2022 after selling out during the quarter.
  • MUFG Americas sold 18,764 Dimensional US Marketwide Value ETF shares in Q4 2022, an estimated $556K.
  • MUFG Americas first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and held it in 2 quarters.
  • MUFG Americas's Dimensional US Marketwide Value ETF position peaked at $658K in Q2 2022.
  • 479 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.