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Bellevue Asset Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Bellevue Asset 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
Q3 		– Sell
-3,743
Closed -$158K – 490
2025
Q2 		$158K Buy
+3,743
New +$150K 0.08% 83

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Bellevue Asset Management's DFUV Position: Q3 2025 in Review

Bellevue Asset Management sold out of Dimensional US Marketwide Value ETF (DFUV) in Q3 2025, closing a stake of 3,743 shares — an estimated $158K sold.

Bellevue Asset Management first reported a position in DFUV in Q2 2025 and held it in 1 quarter. The position peaked at $158K in Q2 2025. 690 funds tracked by Wall St. Rank hold DFUV as of Q3 2025.

  • Bellevue Asset Management reported no remaining Dimensional US Marketwide Value ETF position as of Q3 2025 after selling out during the quarter.
  • Bellevue Asset Management sold 3,743 Dimensional US Marketwide Value ETF shares in Q3 2025, an estimated $158K.
  • Bellevue Asset Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2025 and held it in 1 quarter.
  • Bellevue Asset Management's Dimensional US Marketwide Value ETF position peaked at $158K in Q2 2025.
  • 690 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2025.

Based on Bellevue Asset Management's 13F filing for Q3 2025, filed 4 Nov 2025.