YAL
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Your Advocates Ltd’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Your Advocates Ltd’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
Q1 		– Sell
-939
Closed -$31.4K – 250
2022
Q4 		$31.4K Buy
+939
New +$31.2K 0.02% 61

Other funds holding DFUV

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
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
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Your Advocates Ltd's DFUV Position: Q1 2023 in Review

Your Advocates Ltd sold out of Dimensional US Marketwide Value ETF (DFUV) in Q1 2023, closing a stake of 939 shares — an estimated $31.4K sold.

Your Advocates Ltd first reported a position in DFUV in Q4 2022 and held it in 1 quarter. The position peaked at $31.4K in Q4 2022. 489 funds tracked by Wall St. Rank hold DFUV as of Q1 2023.

  • Your Advocates Ltd reported no remaining Dimensional US Marketwide Value ETF position as of Q1 2023 after selling out during the quarter.
  • Your Advocates Ltd sold 939 Dimensional US Marketwide Value ETF shares in Q1 2023, an estimated $31.4K.
  • Your Advocates Ltd first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and held it in 1 quarter.
  • Your Advocates Ltd's Dimensional US Marketwide Value ETF position peaked at $31.4K in Q4 2022.
  • 489 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2023.

Based on Your Advocates Ltd's 13F filing for Q1 2023, filed 28 Apr 2023.