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Prio Wealth Limited Partnership’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Prio Wealth Limited Partnership’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
Q3 		$742K Hold
17,795
– – 0.02% 167
2024
Q2 		$699K Hold
17,795
– – 0.02% 169
2024
Q1 		$728K Hold
17,795
– – 0.02% 172
2023
Q4 		$662K Hold
17,795
– – 0.02% 172
2023
Q3 		$605K Hold
17,795
– – 0.02% 169
2023
Q2 		$614K Hold
17,795
– – 0.02% 174
2023
Q1 		$596K Hold
17,795
– – 0.02% 172
2022
Q4 		$596K Hold
17,795
– – 0.02% 173
2022
Q3 		$527K Hold
17,795
– – 0.02% 175
2022
Q2 		$562K Buy
+17,795
New +$592K 0.02% 175

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SC
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Focus Partners Wealth
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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

Prio Wealth Limited Partnership's DFUV Position: Q3 2024 in Review

Prio Wealth Limited Partnership held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q3 2024 at 17,795 shares worth $742K. The position accounts for 0.02% of the portfolio, ranked #167.

Prio Wealth Limited Partnership first reported a position in DFUV in Q2 2022 and has held it in 10 quarters since. 604 funds tracked by Wall St. Rank hold DFUV as of Q3 2024.

  • Prio Wealth Limited Partnership held 17,795 shares of Dimensional US Marketwide Value ETF worth $742K as of Q3 2024.
  • Prio Wealth Limited Partnership left its Dimensional US Marketwide Value ETF share count unchanged in Q3 2024.
  • Dimensional US Marketwide Value ETF made up 0.02% of Prio Wealth Limited Partnership's portfolio in Q3 2024, its #167 holding.
  • Prio Wealth Limited Partnership first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 10 quarters since.
  • 604 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2024.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2024, filed 21 Oct 2024.