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Sigma Planning Corp’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Sigma Planning Corp’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
-20,838
Closed -$719K – 1224
2023
Q2 		$719K Buy
20,838
+2,874
+16% +$96K 0.03% 587
2023
Q1 		$601K Buy
17,964
+4,018
+29% +$138K 0.02% 727
2022
Q4 		$467K Buy
13,946
+3,933
+39% +$131K 0.02% 782
2022
Q3 		$296K Buy
+10,013
New +$326K 0.01% 954

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

Sigma Planning Corp's DFUV Position: Q3 2023 in Review

Sigma Planning Corp sold out of Dimensional US Marketwide Value ETF (DFUV) in Q3 2023, closing a stake of 20,838 shares — an estimated $719K sold.

Sigma Planning Corp first reported a position in DFUV in Q3 2022 and held it in 4 quarters. The position peaked at $719K in Q2 2023. 489 funds tracked by Wall St. Rank hold DFUV as of Q3 2023.

  • Sigma Planning Corp reported no remaining Dimensional US Marketwide Value ETF position as of Q3 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 20,838 Dimensional US Marketwide Value ETF shares in Q3 2023, an estimated $719K.
  • Sigma Planning Corp first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and held it in 4 quarters.
  • Sigma Planning Corp's Dimensional US Marketwide Value ETF position peaked at $719K in Q2 2023.
  • 489 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2023.

Based on Sigma Planning Corp's 13F filing for Q3 2023, filed 6 Nov 2023.