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Simplicity Solutions’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Simplicity Solutions’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
Q2 		– Sell
-12,561
Closed -$421K – 1086
2023
Q1 		$421K Buy
+12,561
New +$430K 0.01% 740

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
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Simplicity Solutions's DFUV Position: Q2 2023 in Review

Simplicity Solutions sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2023, closing a stake of 12,561 shares — an estimated $421K sold.

Simplicity Solutions first reported a position in DFUV in Q1 2023 and held it in 1 quarter. The position peaked at $421K in Q1 2023. 493 funds tracked by Wall St. Rank hold DFUV as of Q2 2023.

  • Simplicity Solutions reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2023 after selling out during the quarter.
  • Simplicity Solutions sold 12,561 Dimensional US Marketwide Value ETF shares in Q2 2023, an estimated $421K.
  • Simplicity Solutions first reported a position in Dimensional US Marketwide Value ETF in Q1 2023 and held it in 1 quarter.
  • Simplicity Solutions's Dimensional US Marketwide Value ETF position peaked at $421K in Q1 2023.
  • 493 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2023.

Based on Simplicity Solutions's 13F filing for Q2 2023, filed 26 Jul 2023.