BFS
DFUV icon

Bare Financial Services’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Bare Financial 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
Q3 		– Sell
-208
Closed -$8.79K – 1410
2025
Q2 		$8.79K Hold
208
– – ﹤0.01% 213
2025
Q1 		$8.57K Hold
208
– – ﹤0.01% 118
2024
Q4 		$8.51K Sell
208
-7
-3% -$297 ﹤0.01% 107
2024
Q3 		$8.96K Hold
215
– – ﹤0.01% 102
2024
Q2 		$8.88K Hold
215
– – ﹤0.01% 102
2024
Q1 		$8.37K Buy
+215
New +$8.21K 0.01% 97

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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Bare Financial Services's DFUV Position: Q3 2025 in Review

Bare Financial Services sold out of Dimensional US Marketwide Value ETF (DFUV) in Q3 2025, closing a stake of 208 shares — an estimated $8.79K sold.

Bare Financial Services first reported a position in DFUV in Q1 2024 and held it in 6 quarters. The position peaked at $8.96K in Q3 2024. 689 funds tracked by Wall St. Rank hold DFUV as of Q3 2025.

  • Bare Financial Services reported no remaining Dimensional US Marketwide Value ETF position as of Q3 2025 after selling out during the quarter.
  • Bare Financial Services sold 208 Dimensional US Marketwide Value ETF shares in Q3 2025, an estimated $8.79K.
  • Bare Financial Services first reported a position in Dimensional US Marketwide Value ETF in Q1 2024 and held it in 6 quarters.
  • Bare Financial Services's Dimensional US Marketwide Value ETF position peaked at $8.96K in Q3 2024.
  • 689 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2025.

Based on Bare Financial Services's 13F filing for Q3 2025, filed 12 Nov 2025.