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Surevest’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Surevest’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
2022
Q3 		– Sell
-2,853
Closed -$90K – 526
2022
Q2 		$90K Buy
+2,853
New +$94.9K 0.02% 175

Other funds holding DFUV

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Surevest's DFUV Position: Q3 2022 in Review

Surevest sold out of Dimensional US Marketwide Value ETF (DFUV) in Q3 2022, closing a stake of 2,853 shares — an estimated $90K sold.

Surevest first reported a position in DFUV in Q2 2022 and held it in 1 quarter. The position peaked at $90K in Q2 2022. 424 funds tracked by Wall St. Rank hold DFUV as of Q3 2022.

  • Surevest reported no remaining Dimensional US Marketwide Value ETF position as of Q3 2022 after selling out during the quarter.
  • Surevest sold 2,853 Dimensional US Marketwide Value ETF shares in Q3 2022, an estimated $90K.
  • Surevest first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and held it in 1 quarter.
  • Surevest's Dimensional US Marketwide Value ETF position peaked at $90K in Q2 2022.
  • 424 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.