25 LLC’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

25 LLC’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
2026 Q3	$2.56M	Buy	46,599 +99	+0.2%	+$5.56K	0.7%	20
2026 Q2	$2.56M	Buy	46,500 +90	+0.2%	+$4.73K	0.7%	19
2026 Q1	$2.25M	Buy	46,410 +96	+0.2%	+$4.71K	0.69%	19
2025 Q4	$2.16M	Sell	46,314 -315	-0.7%	-$14.3K	0.68%	19
2025 Q3	$2.08M	Buy	46,629 +9	+0%	+$392	0.71%	16
2025 Q2	$1.97M	Buy	46,620 +20	+0%	+$803	0.72%	15
2025 Q1	$1.92M	Sell	46,600 -1,318	-3%	-$55.3K	0.79%	14
2024 Q4	$1.96M	Buy	47,918 +35	+0.1%	+$1.49K	0.83%	15
2024 Q3	$2M	Buy	47,883 +95	+0.2%	+$3.84K	0.87%	14
2024 Q2	$1.88M	Buy	47,788 +99	+0.2%	+$3.92K	0.89%	16
2024 Q1	$1.95M	Sell	47,689 -101	-0.2%	-$3.86K	0.95%	15
2023 Q4	$1.78M	Buy	47,790 +1,123	+2%	+$38.7K	0.92%	15
2023 Q3	$1.59M	Sell	46,667 -444	-0.9%	-$15.6K	0.97%	15
2023 Q2	$1.66M	Buy	47,111 +141	+0.3%	+$4.71K	0.92%	15
2023 Q1	$1.55M	Buy	+46,970	New	+$1.61M	0.96%	15

Other funds holding DFUV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

25 LLC's DFUV Position: Q3 2026 in Review

25 LLC increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.21% in Q3 2026, buying an estimated $5.56K and bringing the position to 46,599 shares worth $2.56M. The position accounts for 0.7% of the portfolio, ranked #20.

25 LLC first reported a position in DFUV in Q1 2023 and has held it in 15 quarters since. 421 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

25 LLC held 46,599 shares of Dimensional US Marketwide Value ETF worth $2.56M as of Q3 2026.
25 LLC bought 99 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $5.56K.
Dimensional US Marketwide Value ETF made up 0.7% of 25 LLC's portfolio in Q3 2026, its #20 holding.
25 LLC first reported a position in Dimensional US Marketwide Value ETF in Q1 2023 and has held it in 15 quarters since.
421 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on 25 LLC's 13F filing for Q3 2026, filed 13 Oct 2026.