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Parcion Private Wealth’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Parcion Private Wealth’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
Q3 		– Sell
-9,777
Closed -$317K – 197
2022
Q2 		$317K Buy
+9,777
New +$325K 0.03% 186

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BDF
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IFA
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PL
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Mercer Global Advisors
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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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Parcion Private Wealth's DFUV Position: Q3 2022 in Review

Parcion Private Wealth sold out of Dimensional US Marketwide Value ETF (DFUV) in Q3 2022, closing a stake of 9,777 shares — an estimated $317K sold.

Parcion Private Wealth first reported a position in DFUV in Q2 2022 and held it in 1 quarter. The position peaked at $317K in Q2 2022. 424 funds tracked by Wall St. Rank hold DFUV as of Q3 2022.

  • Parcion Private Wealth reported no remaining Dimensional US Marketwide Value ETF position as of Q3 2022 after selling out during the quarter.
  • Parcion Private Wealth sold 9,777 Dimensional US Marketwide Value ETF shares in Q3 2022, an estimated $317K.
  • Parcion Private Wealth first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and held it in 1 quarter.
  • Parcion Private Wealth's Dimensional US Marketwide Value ETF position peaked at $317K in Q2 2022.
  • 424 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2022.

Based on Parcion Private Wealth's 13F filing for Q3 2022, filed 14 Oct 2022.