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Relaxing Retirement Coach’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Relaxing Retirement Coach’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
Q2 		$3.19M Buy
92,346
+26,623
+41% +$889K 0.96% 16
2023
Q1 		$2.2M Sell
65,723
-11,403
-15% -$390K 0.73% 22
2022
Q4 		$2.58M Buy
+77,126
New +$2.56M 0.96% 16

Other funds holding DFUV

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
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
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

Relaxing Retirement Coach's DFUV Position: Q2 2023 in Review

Relaxing Retirement Coach increased its Dimensional US Marketwide Value ETF (DFUV) stake by 41% in Q2 2023, buying an estimated $889K and bringing the position to 92,346 shares worth $3.19M. The position accounts for 0.96% of the portfolio, ranked #16.

Relaxing Retirement Coach first reported a position in DFUV in Q4 2022 and has held it in 3 quarters since. 492 funds tracked by Wall St. Rank hold DFUV as of Q2 2023.

  • Relaxing Retirement Coach held 92,346 shares of Dimensional US Marketwide Value ETF worth $3.19M as of Q2 2023.
  • Relaxing Retirement Coach bought 26,623 Dimensional US Marketwide Value ETF shares in Q2 2023, an estimated $889K.
  • Dimensional US Marketwide Value ETF made up 0.96% of Relaxing Retirement Coach's portfolio in Q2 2023, its #16 holding.
  • Relaxing Retirement Coach first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 3 quarters since.
  • 492 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.