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Tiedemann Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Tiedemann 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
2023
Q3 		$300K Buy
8,816
+286
+3% +$10K 0.01% 220
2023
Q2 		$294K Hold
8,530
– – 0.01% 204
2023
Q1 		$286K Hold
8,530
– – 0.01% 206
2022
Q4 		$286K Hold
8,530
– – 0.01% 200
2022
Q3 		$253K Hold
8,530
– – 0.02% 196
2022
Q2 		$270K Buy
+8,530
New +$284K 0.02% 193

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

Tiedemann Advisors's DFUV Position: Q3 2023 in Review

Tiedemann Advisors increased its Dimensional US Marketwide Value ETF (DFUV) stake by 3.4% in Q3 2023, buying an estimated $10K and bringing the position to 8,816 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #220.

Tiedemann Advisors 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.

  • Tiedemann Advisors held 8,816 shares of Dimensional US Marketwide Value ETF worth $300K as of Q3 2023.
  • Tiedemann Advisors bought 286 Dimensional US Marketwide Value ETF shares in Q3 2023, an estimated $10K.
  • Dimensional US Marketwide Value ETF made up 0.01% of Tiedemann Advisors's portfolio in Q3 2023, its #220 holding.
  • Tiedemann Advisors 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 Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.