SF
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SBK Financial’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

SBK Financial’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 		– Sell
-6,538
Closed -$207K – 64
2022
Q2 		$207K Buy
+6,538
New +$218K 0.27% 67

Other funds holding DFUV

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 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 $80.9B AUM 26.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $11.8B AUM 25.68% 1-Year Est. Return

SBK Financial's DFUV Position: Q3 2022 in Review

SBK Financial sold out of Dimensional US Marketwide Value ETF (DFUV) in Q3 2022, closing a stake of 6,538 shares — an estimated $207K sold.

SBK Financial first reported a position in DFUV in Q2 2022 and held it in 1 quarter. The position peaked at $207K in Q2 2022. 425 funds tracked by Wall St. Rank hold DFUV as of Q3 2022.

  • SBK Financial reported no remaining Dimensional US Marketwide Value ETF position as of Q3 2022 after selling out during the quarter.
  • SBK Financial sold 6,538 Dimensional US Marketwide Value ETF shares in Q3 2022, an estimated $207K.
  • SBK Financial first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and held it in 1 quarter.
  • SBK Financial's Dimensional US Marketwide Value ETF position peaked at $207K in Q2 2022.
  • 425 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2022.

Based on SBK Financial's 13F filing for Q3 2022, filed 21 Oct 2022.