AIM
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Archer Investment Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Archer Investment 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
2025
Q2 		– Sell
-5,405
Closed -$223K – 58
2025
Q1 		$223K Sell
5,405
-3,907
-42% -$164K 0.15% 55
2024
Q4 		$381K Buy
+9,312
New +$395K 0.23% 45

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SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Archer Investment Management's DFUV Position: Q2 2025 in Review

Archer Investment Management sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2025, closing a stake of 5,405 shares — an estimated $223K sold.

Archer Investment Management first reported a position in DFUV in Q4 2024 and held it in 2 quarters. The position peaked at $381K in Q4 2024. 674 funds tracked by Wall St. Rank hold DFUV as of Q2 2025.

  • Archer Investment Management reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2025 after selling out during the quarter.
  • Archer Investment Management sold 5,405 Dimensional US Marketwide Value ETF shares in Q2 2025, an estimated $223K.
  • Archer Investment Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and held it in 2 quarters.
  • Archer Investment Management's Dimensional US Marketwide Value ETF position peaked at $381K in Q4 2024.
  • 674 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2025.

Based on Archer Investment Management's 13F filing for Q2 2025, filed 9 Jul 2025.