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WealthOne’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

WealthOne’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 		$417K Hold
12,257
– – 0.17% 48
2023
Q2 		$423K Sell
12,257
-9,028
-42% -$302K 0.16% 58
2023
Q1 		$713K Sell
21,285
-8
-0% -$274 0.28% 39
2022
Q4 		$713K Buy
21,293
+31
+0.1% +$1.03K 0.29% 40
2022
Q3 		$630K Buy
21,262
+41
+0.2% +$1.33K 0.27% 44
2022
Q2 		$671K Buy
+21,221
New +$706K 0.27% 42

Other funds holding DFUV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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 $72.2B AUM 27.85% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 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 $860B AUM 41.15% 1-Year Est. Return
RCG
Resource Consulting Group Orlando, Florida $584M AUM 15.38% 1-Year Est. Return

WealthOne's DFUV Position: Q3 2023 in Review

WealthOne held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q3 2023 at 12,257 shares worth $417K. The position accounts for 0.17% of the portfolio, ranked #48.

WealthOne first reported a position in DFUV in Q2 2022 and has held it in 6 quarters since. The position peaked at $713K in Q4 2022. 488 funds tracked by Wall St. Rank hold DFUV as of Q3 2023.

  • WealthOne held 12,257 shares of Dimensional US Marketwide Value ETF worth $417K as of Q3 2023.
  • WealthOne left its Dimensional US Marketwide Value ETF share count unchanged in Q3 2023.
  • Dimensional US Marketwide Value ETF made up 0.17% of WealthOne's portfolio in Q3 2023, its #48 holding.
  • WealthOne first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 6 quarters since.
  • WealthOne's Dimensional US Marketwide Value ETF position peaked at $713K in Q4 2022.
  • 488 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2023.

Based on WealthOne's 13F filing for Q3 2023, filed 12 Oct 2023.