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Alpha Cubed Investments’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Alpha Cubed Investments’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
Q4 		$286K Buy
6,132
+79
+1% +$3.58K 0.01% 235
2025
Q3 		$271K Hold
6,053
– – 0.01% 240
2025
Q2 		$256K Hold
6,053
– – 0.01% 251
2025
Q1 		$249K Hold
6,053
– – 0.01% 241
2024
Q4 		$248K Hold
6,053
– – 0.01% 219
2024
Q3 		$252K Hold
6,053
– – 0.01% 224
2024
Q2 		$238K Sell
6,053
-451
-7% -$17.8K 0.01% 241
2024
Q1 		$266K Buy
+6,504
New +$248K 0.01% 222

Other funds holding DFUV

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Alpha Cubed Investments's DFUV Position: Q4 2025 in Review

Alpha Cubed Investments increased its Dimensional US Marketwide Value ETF (DFUV) stake by 1.3% in Q4 2025, buying an estimated $3.58K and bringing the position to 6,132 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #235.

Alpha Cubed Investments first reported a position in DFUV in Q1 2024 and has held it in 8 quarters since. 740 funds tracked by Wall St. Rank hold DFUV as of Q4 2025.

  • Alpha Cubed Investments held 6,132 shares of Dimensional US Marketwide Value ETF worth $286K as of Q4 2025.
  • Alpha Cubed Investments bought 79 Dimensional US Marketwide Value ETF shares in Q4 2025, an estimated $3.58K.
  • Dimensional US Marketwide Value ETF made up 0.01% of Alpha Cubed Investments's portfolio in Q4 2025, its #235 holding.
  • Alpha Cubed Investments first reported a position in Dimensional US Marketwide Value ETF in Q1 2024 and has held it in 8 quarters since.
  • 740 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.