RWA
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RGT Wealth Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

RGT Wealth Advisors’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
Q3 		$382K Sell
12,913
-6,475
-33% -$211K 0.06% 50
2022
Q2 		$613K Buy
+19,388
New +$645K 0.1% 43

Other funds holding DFUV

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northern Trust
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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

RGT Wealth Advisors's DFUV Position: Q3 2022 in Review

RGT Wealth Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 33% in Q3 2022, selling an estimated $211K and leaving 12,913 shares worth $382K. The position accounts for 0.06% of the portfolio, ranked #50.

RGT Wealth Advisors first reported a position in DFUV in Q2 2022 and has held it in 2 quarters since. The position peaked at $613K in Q2 2022. 424 funds tracked by Wall St. Rank hold DFUV as of Q3 2022.

  • RGT Wealth Advisors held 12,913 shares of Dimensional US Marketwide Value ETF worth $382K as of Q3 2022.
  • RGT Wealth Advisors sold 6,475 Dimensional US Marketwide Value ETF shares in Q3 2022, an estimated $211K.
  • Dimensional US Marketwide Value ETF made up 0.06% of RGT Wealth Advisors's portfolio in Q3 2022, its #50 holding.
  • RGT Wealth Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 2 quarters since.
  • RGT Wealth Advisors's Dimensional US Marketwide Value ETF position peaked at $613K in Q2 2022.
  • 424 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.