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Trail Ridge Investment Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Trail Ridge Investment 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 		– Sell
-5,974
Closed -$206K – 107
2023
Q2 		$206K Buy
+5,974
New +$200K 0.13% 113

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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

Trail Ridge Investment Advisors's DFUV Position: Q3 2023 in Review

Trail Ridge Investment Advisors sold out of Dimensional US Marketwide Value ETF (DFUV) in Q3 2023, closing a stake of 5,974 shares — an estimated $206K sold.

Trail Ridge Investment Advisors first reported a position in DFUV in Q2 2023 and held it in 1 quarter. The position peaked at $206K in Q2 2023. 489 funds tracked by Wall St. Rank hold DFUV as of Q3 2023.

  • Trail Ridge Investment Advisors reported no remaining Dimensional US Marketwide Value ETF position as of Q3 2023 after selling out during the quarter.
  • Trail Ridge Investment Advisors sold 5,974 Dimensional US Marketwide Value ETF shares in Q3 2023, an estimated $206K.
  • Trail Ridge Investment Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2023 and held it in 1 quarter.
  • Trail Ridge Investment Advisors's Dimensional US Marketwide Value ETF position peaked at $206K in Q2 2023.
  • 489 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2023.

Based on Trail Ridge Investment Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.