TWA
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Tandem Wealth Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Tandem Wealth Advisors’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
Q1 		– Sell
-675
Closed -$25.1K – 56
2023
Q4 		$25.1K Buy
+675
New +$23.2K 0.01% 56

Other funds holding DFUV

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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
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 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 $860B AUM 41.15% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Tandem Wealth Advisors's DFUV Position: Q1 2024 in Review

Tandem Wealth Advisors sold out of Dimensional US Marketwide Value ETF (DFUV) in Q1 2024, closing a stake of 675 shares — an estimated $25.1K sold.

Tandem Wealth Advisors first reported a position in DFUV in Q4 2023 and held it in 1 quarter. The position peaked at $25.1K in Q4 2023. 566 funds tracked by Wall St. Rank hold DFUV as of Q1 2024.

  • Tandem Wealth Advisors reported no remaining Dimensional US Marketwide Value ETF position as of Q1 2024 after selling out during the quarter.
  • Tandem Wealth Advisors sold 675 Dimensional US Marketwide Value ETF shares in Q1 2024, an estimated $25.1K.
  • Tandem Wealth Advisors first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and held it in 1 quarter.
  • Tandem Wealth Advisors's Dimensional US Marketwide Value ETF position peaked at $25.1K in Q4 2023.
  • 566 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2024.

Based on Tandem Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.