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Two West Capital Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Two West Capital 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
2024
Q4 		– Sell
-5,472
Closed -$228K – 73
2024
Q3 		$228K Sell
5,472
-2,058
-27% -$83.2K 0.18% 61
2024
Q2 		$296K Buy
+7,530
New +$298K 0.28% 47

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SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Two West Capital Advisors's DFUV Position: Q4 2024 in Review

Two West Capital Advisors sold out of Dimensional US Marketwide Value ETF (DFUV) in Q4 2024, closing a stake of 5,472 shares — an estimated $228K sold.

Two West Capital Advisors first reported a position in DFUV in Q2 2024 and held it in 2 quarters. The position peaked at $296K in Q2 2024. 668 funds tracked by Wall St. Rank hold DFUV as of Q4 2024.

  • Two West Capital Advisors reported no remaining Dimensional US Marketwide Value ETF position as of Q4 2024 after selling out during the quarter.
  • Two West Capital Advisors sold 5,472 Dimensional US Marketwide Value ETF shares in Q4 2024, an estimated $228K.
  • Two West Capital Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2024 and held it in 2 quarters.
  • Two West Capital Advisors's Dimensional US Marketwide Value ETF position peaked at $296K in Q2 2024.
  • 668 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2024.

Based on Two West Capital Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.