Resource Planning Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Resource Planning Group’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 Q4	$2.55M	Buy	+68,385	New	+$2.35M	1.62%	18

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RCG

Resource Consulting Group Orlando, Florida $584M AUM 15.38% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Resource Planning Group's DFUV Position: Q4 2023 in Review

Resource Planning Group opened a new position in Dimensional US Marketwide Value ETF (DFUV) in Q4 2023: 68,385 shares worth $2.55M. The stake represents 1.62% of the portfolio and ranks #18 among its holdings.

549 funds tracked by Wall St. Rank hold DFUV as of Q4 2023.

Resource Planning Group held 68,385 shares of Dimensional US Marketwide Value ETF worth $2.55M as of Q4 2023.
Dimensional US Marketwide Value ETF was a new Resource Planning Group position in Q4 2023.
Dimensional US Marketwide Value ETF made up 1.62% of Resource Planning Group's portfolio in Q4 2023, its #18 holding.
549 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2023.

Based on Resource Planning Group's 13F filing for Q4 2023, filed 10 Jan 2024.