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

Benchmark 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
Q2 		$953K Buy
22,530
+5,583
+33% +$224K 0.42% 31
2025
Q1 		$698K Buy
+16,947
New +$711K 0.34% 32

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

Benchmark Wealth Management's DFUV Position: Q2 2025 in Review

Benchmark Wealth Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 33% in Q2 2025, buying an estimated $224K and bringing the position to 22,530 shares worth $953K. The position accounts for 0.42% of the portfolio, ranked #31.

Benchmark Wealth Management first reported a position in DFUV in Q1 2025 and has held it in 2 quarters since. 674 funds tracked by Wall St. Rank hold DFUV as of Q2 2025.

  • Benchmark Wealth Management held 22,530 shares of Dimensional US Marketwide Value ETF worth $953K as of Q2 2025.
  • Benchmark Wealth Management bought 5,583 Dimensional US Marketwide Value ETF shares in Q2 2025, an estimated $224K.
  • Dimensional US Marketwide Value ETF made up 0.42% of Benchmark Wealth Management's portfolio in Q2 2025, its #31 holding.
  • Benchmark Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q1 2025 and has held it in 2 quarters since.
  • 674 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.