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Syverson Strege & Co’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Syverson Strege & Co’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
Q1 		– Sell
-1,886
Closed -$63.1K – 670
2022
Q4 		$63.1K Buy
+1,886
New +$62.7K 0.03% 115
2022
Q3 		– Sell
-195,197
Closed -$6.17M – 297
2022
Q2 		$6.17M Buy
+195,197
New +$6.5M 2.27% 9

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
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
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

Syverson Strege & Co's DFUV Position: Q1 2023 in Review

Syverson Strege & Co sold out of Dimensional US Marketwide Value ETF (DFUV) in Q1 2023, closing a stake of 1,886 shares — an estimated $63.1K sold.

Syverson Strege & Co first reported a position in DFUV in Q2 2022 and held it in 2 quarters. The position peaked at $6.17M in Q2 2022. 489 funds tracked by Wall St. Rank hold DFUV as of Q1 2023.

  • Syverson Strege & Co reported no remaining Dimensional US Marketwide Value ETF position as of Q1 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 1,886 Dimensional US Marketwide Value ETF shares in Q1 2023, an estimated $63.1K.
  • Syverson Strege & Co first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and held it in 2 quarters.
  • Syverson Strege & Co's Dimensional US Marketwide Value ETF position peaked at $6.17M in Q2 2022.
  • 489 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2023.

Based on Syverson Strege & Co's 13F filing for Q1 2023, filed 3 May 2023.