OLVIG
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Oliver Lagore Vanvalin Investment Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Oliver Lagore Vanvalin Investment 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
2023
Q3 		– Sell
-97
Closed -$3.35K – 854
2023
Q2 		$3.35K Buy
+97
New +$3.24K ﹤0.01% 614
2022
Q4 		– Sell
-375
Closed -$11K – 693
2022
Q3 		$11K Hold
375
– – 0.01% 324
2022
Q2 		$12K Buy
+375
New +$12.5K 0.01% 320

Other funds holding DFUV

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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
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
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 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

Oliver Lagore Vanvalin Investment Group's DFUV Position: Q3 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of Dimensional US Marketwide Value ETF (DFUV) in Q3 2023, closing a stake of 97 shares — an estimated $3.35K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in DFUV in Q2 2022 and held it in 3 quarters. The position peaked at $12K in Q2 2022. 489 funds tracked by Wall St. Rank hold DFUV as of Q3 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Dimensional US Marketwide Value ETF position as of Q3 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 97 Dimensional US Marketwide Value ETF shares in Q3 2023, an estimated $3.35K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and held it in 3 quarters.
  • Oliver Lagore Vanvalin Investment Group's Dimensional US Marketwide Value ETF position peaked at $12K in Q2 2022.
  • 489 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q3 2023, filed 9 Nov 2023.