SFPM
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Sensible Financial Planning & Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Sensible Financial Planning & 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
2023
Q3 		– Sell
-247,335
Closed -$8.53M – 30
2023
Q2 		$8.53M Hold
247,335
– – 2% 11
2023
Q1 		$8.28M Hold
247,335
– – 1.95% 11
2022
Q4 		$8.28M Hold
247,335
– – 2.06% 11
2022
Q3 		$7.32M Buy
247,335
+1,195
+0.5% +$38.9K 1.88% 11
2022
Q2 		$7.78M Buy
+246,140
New +$8.19M 1.96% 11

Other funds holding DFUV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SC
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
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
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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

Sensible Financial Planning & Management's DFUV Position: Q3 2023 in Review

Sensible Financial Planning & Management sold out of Dimensional US Marketwide Value ETF (DFUV) in Q3 2023, closing a stake of 247,335 shares — an estimated $8.53M sold.

Sensible Financial Planning & Management first reported a position in DFUV in Q2 2022 and held it in 5 quarters. The position peaked at $8.53M in Q2 2023. 489 funds tracked by Wall St. Rank hold DFUV as of Q3 2023.

  • Sensible Financial Planning & Management reported no remaining Dimensional US Marketwide Value ETF position as of Q3 2023 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 247,335 Dimensional US Marketwide Value ETF shares in Q3 2023, an estimated $8.53M.
  • Sensible Financial Planning & Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and held it in 5 quarters.
  • Sensible Financial Planning & Management's Dimensional US Marketwide Value ETF position peaked at $8.53M in Q2 2023.
  • 489 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2023.

Based on Sensible Financial Planning & Management's 13F filing for Q3 2023, filed 27 Oct 2023.