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Bridges Investment Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Bridges Investment 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
Q4 		– Sell
-8,794
Closed -$393K – 410
2025
Q3 		$393K Hold
8,794
– – 0.01% 321
2025
Q2 		$372K Hold
8,794
– – 0.01% 320
2025
Q1 		$362K Hold
8,794
– – 0.01% 312
2024
Q4 		$360K Hold
8,794
– – 0.01% 318
2024
Q3 		$367K Hold
8,794
– – 0.01% 318
2024
Q2 		$345K Buy
+8,794
New +$348K 0.01% 316

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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 $89.9B AUM 20.5% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bridges Investment Management's DFUV Position: Q4 2025 in Review

Bridges Investment Management sold out of Dimensional US Marketwide Value ETF (DFUV) in Q4 2025, closing a stake of 8,794 shares — an estimated $393K sold.

Bridges Investment Management first reported a position in DFUV in Q2 2024 and held it in 6 quarters. The position peaked at $393K in Q3 2025. 739 funds tracked by Wall St. Rank hold DFUV as of Q4 2025.

  • Bridges Investment Management reported no remaining Dimensional US Marketwide Value ETF position as of Q4 2025 after selling out during the quarter.
  • Bridges Investment Management sold 8,794 Dimensional US Marketwide Value ETF shares in Q4 2025, an estimated $393K.
  • Bridges Investment Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2024 and held it in 6 quarters.
  • Bridges Investment Management's Dimensional US Marketwide Value ETF position peaked at $393K in Q3 2025.
  • 739 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2025.

Based on Bridges Investment Management's 13F filing for Q4 2025, filed 10 Feb 2026.