VWA
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V Wealth Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

V Wealth 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
-15,478
Closed -$534K – 170
2023
Q2 		$534K Hold
15,478
– – 0.09% 194
2023
Q1 		$518K Hold
15,478
– – 0.1% 190
2022
Q4 		$518K Hold
15,478
– – 0.11% 185
2022
Q3 		$458K Buy
15,478
+7,739
+100% +$252K 0.09% 217
2022
Q2 		$245K Buy
+7,739
New +$258K 0.05% 346

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

V Wealth Advisors's DFUV Position: Q3 2023 in Review

V Wealth Advisors sold out of Dimensional US Marketwide Value ETF (DFUV) in Q3 2023, closing a stake of 15,478 shares — an estimated $534K sold.

V Wealth Advisors first reported a position in DFUV in Q2 2022 and held it in 5 quarters. The position peaked at $534K in Q2 2023. 489 funds tracked by Wall St. Rank hold DFUV as of Q3 2023.

  • V Wealth Advisors reported no remaining Dimensional US Marketwide Value ETF position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 15,478 Dimensional US Marketwide Value ETF shares in Q3 2023, an estimated $534K.
  • V Wealth Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and held it in 5 quarters.
  • V Wealth Advisors's Dimensional US Marketwide Value ETF position peaked at $534K in Q2 2023.
  • 489 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.