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Sanctuary Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Sanctuary Wealth Management’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
2024
Q1 		– Sell
-676
Closed -$25.2K – 282
2023
Q4 		$25.2K Buy
+676
New +$23.3K 0.02% 112

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SC
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BSW
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Corient Private Wealth
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IFA
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PL
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Northern Trust
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Creative Planning
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Sanctuary Wealth Management's DFUV Position: Q1 2024 in Review

Sanctuary Wealth Management sold out of Dimensional US Marketwide Value ETF (DFUV) in Q1 2024, closing a stake of 676 shares — an estimated $25.2K sold.

Sanctuary Wealth Management first reported a position in DFUV in Q4 2023 and held it in 1 quarter. The position peaked at $25.2K in Q4 2023. 567 funds tracked by Wall St. Rank hold DFUV as of Q1 2024.

  • Sanctuary Wealth Management reported no remaining Dimensional US Marketwide Value ETF position as of Q1 2024 after selling out during the quarter.
  • Sanctuary Wealth Management sold 676 Dimensional US Marketwide Value ETF shares in Q1 2024, an estimated $25.2K.
  • Sanctuary Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and held it in 1 quarter.
  • Sanctuary Wealth Management's Dimensional US Marketwide Value ETF position peaked at $25.2K in Q4 2023.
  • 567 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2024.

Based on Sanctuary Wealth Management's 13F filing for Q1 2024, filed 7 May 2024.