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 $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return