Wilbanks Smith & Thomas Asset Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Wilbanks Smith & Thomas 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
2024 Q1	$2.63M	Sell	64,387 -116	-0.2%	-$4.43K	0.07%	150
2023 Q4	$2.4M	Sell	64,503 -3,542	-5%	-$122K	0.07%	154
2023 Q3	$2.31M	Sell	68,045 -744	-1%	-$26.1K	0.08%	148
2023 Q2	$2.37M	Buy	68,789 +228	+0.3%	+$7.62K	0.08%	144
2023 Q1	$2.3M	Buy	68,561 +204	+0.3%	+$6.98K	0.08%	142
2022 Q4	$2.29M	Buy	68,357 +4,837	+8%	+$161K	0.09%	146
2022 Q3	$1.88M	Buy	63,520 +238	+0.4%	+$7.74K	0.08%	156
2022 Q2	$2M	Buy	+63,282	New	+$2.11M	0.08%	154

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's DFUV Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.18% in Q1 2024, selling an estimated $4.43K and leaving 64,387 shares worth $2.63M. The position accounts for 0.07% of the portfolio, ranked #150.

Wilbanks Smith & Thomas Asset Management first reported a position in DFUV in Q2 2022 and has held it in 8 quarters since. 566 funds tracked by Wall St. Rank hold DFUV as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 64,387 shares of Dimensional US Marketwide Value ETF worth $2.63M as of Q1 2024.
Wilbanks Smith & Thomas Asset Management sold 116 Dimensional US Marketwide Value ETF shares in Q1 2024, an estimated $4.43K.
Dimensional US Marketwide Value ETF made up 0.07% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #150 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 8 quarters since.
566 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.