Adero Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Adero Partners’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
2025 Q1	$1.7M	Sell	41,280 -2,235	-5%	-$93.8K	0.11%	66
2024 Q4	$1.78M	Sell	43,515 -2,390	-5%	-$101K	0.11%	63
2024 Q3	$1.91M	Sell	45,905 -3,896	-8%	-$157K	0.13%	61
2024 Q2	$1.96M	Sell	49,801 -1,996	-4%	-$79K	0.14%	60
2024 Q1	$2.12M	Sell	51,797 -16,970	-25%	-$648K	0.16%	61
2023 Q4	$2.56M	Buy	68,767 +7	+0%	+$241	0.22%	51
2023 Q3	$2.34M	Sell	68,760 -2,621	-4%	-$91.8K	0.23%	47
2023 Q2	$2.46M	Sell	71,381 -1,204	-2%	-$40.2K	0.24%	47
2023 Q1	$2.43M	Sell	72,585 -7,021	-9%	-$240K	0.27%	47
2022 Q4	$2.67M	Sell	79,606 -7,805	-9%	-$259K	0.32%	37
2022 Q3	$2.83M	Sell	87,411 -1,901	-2%	-$61.8K	0.36%	40
2022 Q2	$2.78M	Buy	+89,312	New	+$2.97M	0.39%	38

Other funds holding DFUV

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Adero Partners's DFUV Position: Q1 2025 in Review

Adero Partners reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 5.1% in Q1 2025, selling an estimated $93.8K and leaving 41,280 shares worth $1.7M. The position accounts for 0.11% of the portfolio, ranked #66.

Adero Partners first reported a position in DFUV in Q2 2022 and has held it in 12 quarters since. The position peaked at $2.83M in Q3 2022. 670 funds tracked by Wall St. Rank hold DFUV as of Q1 2025.

Adero Partners held 41,280 shares of Dimensional US Marketwide Value ETF worth $1.7M as of Q1 2025.
Adero Partners sold 2,235 Dimensional US Marketwide Value ETF shares in Q1 2025, an estimated $93.8K.
Dimensional US Marketwide Value ETF made up 0.11% of Adero Partners's portfolio in Q1 2025, its #66 holding.
Adero Partners first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 12 quarters since.
Adero Partners's Dimensional US Marketwide Value ETF position peaked at $2.83M in Q3 2022.
670 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.