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Rebalance’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Rebalance’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
Q1 		– Sell
-1,664
Closed -$55.7K – 91
2022
Q4 		$55.7K Buy
+1,664
New +$55.3K 0.01% 98

Other funds holding DFUV

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
RCG
Resource Consulting Group Orlando, Florida $584M AUM 15.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Rebalance's DFUV Position: Q1 2023 in Review

Rebalance sold out of Dimensional US Marketwide Value ETF (DFUV) in Q1 2023, closing a stake of 1,664 shares — an estimated $55.7K sold.

Rebalance first reported a position in DFUV in Q4 2022 and held it in 1 quarter. The position peaked at $55.7K in Q4 2022. 489 funds tracked by Wall St. Rank hold DFUV as of Q1 2023.

  • Rebalance reported no remaining Dimensional US Marketwide Value ETF position as of Q1 2023 after selling out during the quarter.
  • Rebalance sold 1,664 Dimensional US Marketwide Value ETF shares in Q1 2023, an estimated $55.7K.
  • Rebalance first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and held it in 1 quarter.
  • Rebalance's Dimensional US Marketwide Value ETF position peaked at $55.7K in Q4 2022.
  • 489 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2023.

Based on Rebalance's 13F filing for Q1 2023, filed 3 May 2023.