AAS
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Avantax Advisory Services’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Avantax Advisory Services’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 		$1.49M Buy
35,159
+3,350
+11% +$135K 0.01% 942
2025
Q1 		$1.31M Buy
31,809
+365
+1% +$15.3K 0.01% 952
2024
Q4 		$1.29M Buy
31,444
+81
+0.3% +$3.44K 0.01% 929
2024
Q3 		$1.31M Sell
31,363
-872
-3% -$35.2K 0.01% 889
2024
Q2 		$1.27M Buy
32,235
+3,031
+10% +$120K 0.01% 866
2024
Q1 		$1.19M Sell
29,204
-82
-0.3% -$3.13K 0.01% 688
2023
Q4 		$1.09M Buy
29,286
+1,258
+4% +$43.3K 0.01% 680
2023
Q3 		$954K Sell
28,028
-48
-0.2% -$1.68K 0.01% 711
2023
Q2 		$969K Sell
28,076
-1,035
-4% -$34.6K 0.01% 690
2023
Q1 		$975K Sell
29,111
-1,969
-6% -$67.4K 0.01% 676
2022
Q4 		$1.04M Buy
31,080
+63
+0.2% +$2.09K 0.01% 626
2022
Q3 		$918K Sell
31,017
-1,538
-5% -$50K 0.01% 582
2022
Q2 		$1.03M Buy
+32,555
New +$1.08M 0.02% 542

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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

Avantax Advisory Services's DFUV Position: Q2 2025 in Review

Avantax Advisory Services increased its Dimensional US Marketwide Value ETF (DFUV) stake by 11% in Q2 2025, buying an estimated $135K and bringing the position to 35,159 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #942.

Avantax Advisory Services first reported a position in DFUV in Q2 2022 and has held it in 13 quarters since. 674 funds tracked by Wall St. Rank hold DFUV as of Q2 2025.

  • Avantax Advisory Services held 35,159 shares of Dimensional US Marketwide Value ETF worth $1.49M as of Q2 2025.
  • Avantax Advisory Services bought 3,350 Dimensional US Marketwide Value ETF shares in Q2 2025, an estimated $135K.
  • Dimensional US Marketwide Value ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #942 holding.
  • Avantax Advisory Services first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 13 quarters since.
  • 674 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.