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Resolute Financial’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Resolute Financial’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 		$370K Buy
11,050
+32
+0.3% +$1.06K 0.31% 76
2022
Q3 		$326K Buy
11,018
+1,239
+13% +$40.3K 0.31% 78
2022
Q2 		$309K Buy
+9,779
New +$325K 0.27% 84

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 $69.9B AUM 22.19% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 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 $757B AUM 28.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RCG
Resource Consulting Group Orlando, Florida $584M AUM 15.38% 1-Year Est. Return

Resolute Financial's DFUV Position: Q4 2022 in Review

Resolute Financial increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.29% in Q4 2022, buying an estimated $1.06K and bringing the position to 11,050 shares worth $370K. The position accounts for 0.31% of the portfolio, ranked #76.

Resolute Financial first reported a position in DFUV in Q2 2022 and has held it in 3 quarters since. 479 funds tracked by Wall St. Rank hold DFUV as of Q4 2022.

  • Resolute Financial held 11,050 shares of Dimensional US Marketwide Value ETF worth $370K as of Q4 2022.
  • Resolute Financial bought 32 Dimensional US Marketwide Value ETF shares in Q4 2022, an estimated $1.06K.
  • Dimensional US Marketwide Value ETF made up 0.31% of Resolute Financial's portfolio in Q4 2022, its #76 holding.
  • Resolute Financial first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 3 quarters since.
  • 479 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.