PCA
DFUV icon

Personal Capital Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Personal Capital Advisors’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 		$744K Hold
22,219
– – ﹤0.01% 259
2022
Q3 		$658K Buy
22,219
+1,108
+5% +$36K ﹤0.01% 257
2022
Q2 		$667K Buy
+21,111
New +$703K ﹤0.01% 256

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 $72.2B AUM 27.85% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 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 $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
RCG
Resource Consulting Group Orlando, Florida $584M AUM 15.38% 1-Year Est. Return

Personal Capital Advisors's DFUV Position: Q4 2022 in Review

Personal Capital Advisors held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q4 2022 at 22,219 shares worth $744K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

Personal Capital Advisors first reported a position in DFUV in Q2 2022 and has held it in 3 quarters since. 480 funds tracked by Wall St. Rank hold DFUV as of Q4 2022.

  • Personal Capital Advisors held 22,219 shares of Dimensional US Marketwide Value ETF worth $744K as of Q4 2022.
  • Personal Capital Advisors left its Dimensional US Marketwide Value ETF share count unchanged in Q4 2022.
  • Dimensional US Marketwide Value ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #259 holding.
  • Personal Capital Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 3 quarters since.
  • 480 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.