OPCM
DFUV icon

Osborne Partners Capital Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Osborne Partners Capital 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
2024
Q2 		– Sell
-6,086
Closed -$249K – 219
2024
Q1 		$249K Buy
+6,086
New +$232K 0.02% 186

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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

Osborne Partners Capital Management's DFUV Position: Q2 2024 in Review

Osborne Partners Capital Management sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2024, closing a stake of 6,086 shares — an estimated $249K sold.

Osborne Partners Capital Management first reported a position in DFUV in Q1 2024 and held it in 1 quarter. The position peaked at $249K in Q1 2024. 589 funds tracked by Wall St. Rank hold DFUV as of Q2 2024.

  • Osborne Partners Capital Management reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2024 after selling out during the quarter.
  • Osborne Partners Capital Management sold 6,086 Dimensional US Marketwide Value ETF shares in Q2 2024, an estimated $249K.
  • Osborne Partners Capital Management first reported a position in Dimensional US Marketwide Value ETF in Q1 2024 and held it in 1 quarter.
  • Osborne Partners Capital Management's Dimensional US Marketwide Value ETF position peaked at $249K in Q1 2024.
  • 589 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2024.

Based on Osborne Partners Capital Management's 13F filing for Q2 2024, filed 22 Jul 2024.