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Tucker Asset Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Tucker Asset Management’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
Q3 		– Sell
-95
Closed -$3K – 882
2022
Q2 		$3K Buy
+95
New +$3.16K ﹤0.01% 406

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BDF
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IFA
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PL
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Mercer Global Advisors
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Northern Trust
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RCG
Resource Consulting Group Orlando, Florida $584M AUM 15.38% 1-Year Est. Return
FPAS
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Tucker Asset Management's DFUV Position: Q3 2022 in Review

Tucker Asset Management sold out of Dimensional US Marketwide Value ETF (DFUV) in Q3 2022, closing a stake of 95 shares — an estimated $3K sold.

Tucker Asset Management first reported a position in DFUV in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 424 funds tracked by Wall St. Rank hold DFUV as of Q3 2022.

  • Tucker Asset Management reported no remaining Dimensional US Marketwide Value ETF position as of Q3 2022 after selling out during the quarter.
  • Tucker Asset Management sold 95 Dimensional US Marketwide Value ETF shares in Q3 2022, an estimated $3K.
  • Tucker Asset Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and held it in 1 quarter.
  • Tucker Asset Management's Dimensional US Marketwide Value ETF position peaked at $3K in Q2 2022.
  • 424 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2022.

Based on Tucker Asset Management's 13F filing for Q3 2022, filed 11 May 2023.