Sanford Advisory Services’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Sanford Advisory Services’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	$1.08M	Buy	+32,323	New	+$1.07M	0.26%	53

Other funds holding DFUV

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

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

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

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

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

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

Sanford Advisory Services's DFUV Position: Q4 2022 in Review

Sanford Advisory Services opened a new position in Dimensional US Marketwide Value ETF (DFUV) in Q4 2022: 32,323 shares worth $1.08M. The stake represents 0.26% of the portfolio and ranks #53 among its holdings.

479 funds tracked by Wall St. Rank hold DFUV as of Q4 2022.

Sanford Advisory Services held 32,323 shares of Dimensional US Marketwide Value ETF worth $1.08M as of Q4 2022.
Dimensional US Marketwide Value ETF was a new Sanford Advisory Services position in Q4 2022.
Dimensional US Marketwide Value ETF made up 0.26% of Sanford Advisory Services's portfolio in Q4 2022, its #53 holding.
479 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.