TFS
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TrustCore Financial Services’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

TrustCore Financial Services’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
2022
Q4 		$121K Buy
3,618
+11
+0.3% +$366 0.01% 330
2022
Q3 		$107K Buy
3,607
+14
+0.4% +$455 0.01% 336
2022
Q2 		$114K Buy
+3,593
New +$120K 0.01% 324

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Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RCG
Resource Consulting Group Orlando, Florida $584M AUM 15.38% 1-Year Est. Return

TrustCore Financial Services's DFUV Position: Q4 2022 in Review

TrustCore Financial Services increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.3% in Q4 2022, buying an estimated $366 and bringing the position to 3,618 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #330.

TrustCore Financial Services first reported a position in DFUV in Q2 2022 and has held it in 3 quarters since. 479 funds tracked by Wall St. Rank hold DFUV as of Q4 2022.

  • TrustCore Financial Services held 3,618 shares of Dimensional US Marketwide Value ETF worth $121K as of Q4 2022.
  • TrustCore Financial Services bought 11 Dimensional US Marketwide Value ETF shares in Q4 2022, an estimated $366.
  • Dimensional US Marketwide Value ETF made up 0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #330 holding.
  • TrustCore Financial Services first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 3 quarters since.
  • 479 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.