Ritter Daniher Financial Advisory’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Ritter Daniher Financial Advisory’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	–	Sell	-5,000	Closed	-$170K	–	352
2023 Q3	$170K	Hold	5,000	–	–	0.07%	75
2023 Q2	$173K	Hold	5,000	–	–	0.07%	71
2023 Q1	$167K	Hold	5,000	–	–	0.07%	74
2022 Q4	$167K	Hold	5,000	–	–	0.08%	75
2022 Q3	$148K	Buy	5,000 +1,575	+46%	+$51.2K	0.11%	72
2022 Q2	$108K	Buy	+3,425	New	+$114K	0.08%	82

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

Ritter Daniher Financial Advisory's DFUV Position: Q4 2023 in Review

Ritter Daniher Financial Advisory sold out of Dimensional US Marketwide Value ETF (DFUV) in Q4 2023, closing a stake of 5,000 shares — an estimated $170K sold.

Ritter Daniher Financial Advisory first reported a position in DFUV in Q2 2022 and held it in 6 quarters. The position peaked at $173K in Q2 2023. 549 funds tracked by Wall St. Rank hold DFUV as of Q4 2023.

Ritter Daniher Financial Advisory reported no remaining Dimensional US Marketwide Value ETF position as of Q4 2023 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 5,000 Dimensional US Marketwide Value ETF shares in Q4 2023, an estimated $170K.
Ritter Daniher Financial Advisory first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and held it in 6 quarters.
Ritter Daniher Financial Advisory's Dimensional US Marketwide Value ETF position peaked at $173K in Q2 2023.
549 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2023.

Based on Ritter Daniher Financial Advisory's 13F filing for Q4 2023, filed 9 Feb 2024.