SWM
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Soundmark Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Soundmark Wealth 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
2024
Q2 		– Sell
-264,524
Closed -$10.8M – 24
2024
Q1 		$10.8M Sell
264,524
-8,618
-3% -$329K 4.8% 6
2023
Q4 		$10.2M Sell
273,142
-4,636
-2% -$160K 5.02% 5
2023
Q3 		$9.45M Sell
277,778
-307
-0.1% -$10.8K 5.25% 4
2023
Q2 		$9.59M Sell
278,085
-553
-0.2% -$18.5K 5.35% 4
2023
Q1 		$9.33M Sell
278,638
-10,608
-4% -$363K 5.58% 4
2022
Q4 		$9.68M Sell
289,246
-2,238
-0.8% -$74.4K 6.25% 2
2022
Q3 		$8.63M Buy
291,484
+12,415
+4% +$404K 6.05% 4
2022
Q2 		$8.82M Buy
+279,069
New +$9.29M 6.28% 5

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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 $72.2B AUM 27.85% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Soundmark Wealth Management's DFUV Position: Q2 2024 in Review

Soundmark Wealth Management sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2024, closing a stake of 264,524 shares — an estimated $10.8M sold.

Soundmark Wealth Management first reported a position in DFUV in Q2 2022 and held it in 8 quarters. The position peaked at $10.8M in Q1 2024. 589 funds tracked by Wall St. Rank hold DFUV as of Q2 2024.

  • Soundmark Wealth Management reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2024 after selling out during the quarter.
  • Soundmark Wealth Management sold 264,524 Dimensional US Marketwide Value ETF shares in Q2 2024, an estimated $10.8M.
  • Soundmark Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and held it in 8 quarters.
  • Soundmark Wealth Management's Dimensional US Marketwide Value ETF position peaked at $10.8M in Q1 2024.
  • 589 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2024.

Based on Soundmark Wealth Management's 13F filing for Q2 2024.