Neuberger Berman Group
DFUV icon

Neuberger Berman Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Neuberger Berman Group’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
2024
Q2 		– Sell
-5,126
Closed -$210K – 1918
2024
Q1 		$210K Sell
5,126
-2,493
-33% -$95.2K ﹤0.01% 1733
2023
Q4 		$284K Hold
7,619
– – ﹤0.01% 1669
2023
Q3 		$259K Hold
7,619
– – ﹤0.01% 1628
2023
Q2 		$263K Buy
+7,619
New +$255K ﹤0.01% 1636

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SC
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BSW
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Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Neuberger Berman Group's DFUV Position: Q2 2024 in Review

Neuberger Berman Group sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2024, closing a stake of 5,126 shares — an estimated $210K sold.

Neuberger Berman Group first reported a position in DFUV in Q2 2023 and held it in 4 quarters. The position peaked at $284K in Q4 2023. 589 funds tracked by Wall St. Rank hold DFUV as of Q2 2024.

  • Neuberger Berman Group reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2024 after selling out during the quarter.
  • Neuberger Berman Group sold 5,126 Dimensional US Marketwide Value ETF shares in Q2 2024, an estimated $210K.
  • Neuberger Berman Group first reported a position in Dimensional US Marketwide Value ETF in Q2 2023 and held it in 4 quarters.
  • Neuberger Berman Group's Dimensional US Marketwide Value ETF position peaked at $284K in Q4 2023.
  • 589 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2024.

Based on Neuberger Berman Group's 13F filing for Q2 2024, filed 13 Aug 2024.