Avior Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Avior Wealth 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 Q1	–	Sell	-1,204	Closed	-$49.3K	–	1139
2024 Q4	$49.3K	Buy	1,204 +4	+0.3%	+$170	﹤0.01%	1157
2024 Q3	$50K	Buy	1,200 +4	+0.3%	+$162	﹤0.01%	1114
2024 Q2	$47K	Sell	1,196 -383	-24%	-$15.2K	﹤0.01%	1111
2024 Q1	$64.6K	Sell	1,579 -4,376	-73%	-$167K	﹤0.01%	1139
2023 Q4	$222K	Buy	5,955 +5,140	+631%	+$177K	0.01%	503
2023 Q3	$27.7K	Buy	815 +5	+0.6%	+$175	﹤0.01%	891
2023 Q2	$28K	Buy	810 +4	+0.5%	+$134	﹤0.01%	876
2023 Q1	$27K	Buy	806 +3	+0.4%	+$103	﹤0.01%	901
2022 Q4	$26.9K	Buy	803 +4	+0.5%	+$133	﹤0.01%	717
2022 Q3	$23K	Sell	799 -928	-54%	-$30.2K	﹤0.01%	720
2022 Q2	$54K	Buy	+1,727	New	+$57.5K	0.01%	554

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Avior Wealth Management's DFUV Position: Q1 2025 in Review

Avior Wealth Management sold out of Dimensional US Marketwide Value ETF (DFUV) in Q1 2025, closing a stake of 1,204 shares — an estimated $49.3K sold.

Avior Wealth Management first reported a position in DFUV in Q2 2022 and held it in 11 quarters. The position peaked at $222K in Q4 2023. 671 funds tracked by Wall St. Rank hold DFUV as of Q1 2025.

Avior Wealth Management reported no remaining Dimensional US Marketwide Value ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 1,204 Dimensional US Marketwide Value ETF shares in Q1 2025, an estimated $49.3K.
Avior Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and held it in 11 quarters.
Avior Wealth Management's Dimensional US Marketwide Value ETF position peaked at $222K in Q4 2023.
671 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.