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Steward Financial Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Steward Financial Group’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 		$19.5M Buy
573,774
+22,592
+4% +$791K 6.21% 3
2023
Q2 		$19M Buy
551,182
+19,218
+4% +$642K 6.08% 4
2023
Q1 		$17.8M Buy
531,964
+34,948
+7% +$1.2M 5.93% 4
2022
Q4 		$16.6M Sell
497,016
-1,417
-0.3% -$47.1K 8.32% 3
2022
Q3 		$14.8M Buy
498,433
+1,144
+0.2% +$37.2K 10.91% 2
2022
Q2 		$15.7M Buy
+497,289
New +$16.6M 13.06% 2

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

Steward Financial Group's DFUV Position: Q3 2023 in Review

Steward Financial Group increased its Dimensional US Marketwide Value ETF (DFUV) stake by 4.1% in Q3 2023, buying an estimated $791K and bringing the position to 573,774 shares worth $19.5M. The position accounts for 6.21% of the portfolio, ranked #3.

Steward Financial Group first reported a position in DFUV in Q2 2022 and has held it in 6 quarters since. 489 funds tracked by Wall St. Rank hold DFUV as of Q3 2023.

  • Steward Financial Group held 573,774 shares of Dimensional US Marketwide Value ETF worth $19.5M as of Q3 2023.
  • Steward Financial Group bought 22,592 Dimensional US Marketwide Value ETF shares in Q3 2023, an estimated $791K.
  • Dimensional US Marketwide Value ETF made up 6.21% of Steward Financial Group's portfolio in Q3 2023, its #3 holding.
  • Steward Financial Group first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 6 quarters since.
  • 489 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.