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

Triad Financial 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 		$7.02M Sell
206,326
-2,881
-1% -$101K 2.47% 11
2023
Q2 		$7.22M Sell
209,207
-39,993
-16% -$1.34M 2.96% 9
2023
Q1 		$8.34M Sell
249,200
-41,822
-14% -$1.43M 3.63% 8
2022
Q4 		$9.74M Buy
291,022
+163,326
+128% +$5.43M 4.35% 6
2022
Q3 		$3.78M Buy
127,696
+43,018
+51% +$1.4M 2.06% 9
2022
Q2 		$2.68M Buy
+84,678
New +$2.82M 1.48% 9

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

Triad Financial Advisors's DFUV Position: Q3 2023 in Review

Triad Financial Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.4% in Q3 2023, selling an estimated $101K and leaving 206,326 shares worth $7.02M. The position accounts for 2.47% of the portfolio, ranked #11.

Triad Financial Advisors first reported a position in DFUV in Q2 2022 and has held it in 6 quarters since. The position peaked at $9.74M in Q4 2022. 489 funds tracked by Wall St. Rank hold DFUV as of Q3 2023.

  • Triad Financial Advisors held 206,326 shares of Dimensional US Marketwide Value ETF worth $7.02M as of Q3 2023.
  • Triad Financial Advisors sold 2,881 Dimensional US Marketwide Value ETF shares in Q3 2023, an estimated $101K.
  • Dimensional US Marketwide Value ETF made up 2.47% of Triad Financial Advisors's portfolio in Q3 2023, its #11 holding.
  • Triad Financial Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 6 quarters since.
  • Triad Financial Advisors's Dimensional US Marketwide Value ETF position peaked at $9.74M in Q4 2022.
  • 489 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.