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Caldwell Sutter Capital’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Caldwell Sutter Capital’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
-2,700
Closed -$121K – 884
2025
Q3 		$121K Hold
2,700
– – 0.05% 266
2025
Q2 		$114K Hold
2,700
– – 0.05% 266
2025
Q1 		$111K Hold
2,700
– – 0.05% 263
2024
Q4 		$110K Hold
2,700
– – 0.05% 265
2024
Q3 		$113K Hold
2,700
– – 0.05% 265
2024
Q2 		$106K Hold
2,700
– – 0.05% 266
2024
Q1 		$110K Hold
2,700
– – 0.05% 262
2023
Q4 		$100K Hold
2,700
– – 0.05% 269
2023
Q3 		$91.9K Hold
2,700
– – 0.05% 262
2023
Q2 		$93.2K Hold
2,700
– – 0.05% 259
2023
Q1 		$90.4K Hold
2,700
– – 0.07% 194
2022
Q4 		$90.4K Buy
+2,700
New +$89.7K 0.08% 153

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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
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 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 $171B AUM 24.68% 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 $104B AUM 28.3% 1-Year Est. Return

Caldwell Sutter Capital's DFUV Position: Q4 2025 in Review

Caldwell Sutter Capital sold out of Dimensional US Marketwide Value ETF (DFUV) in Q4 2025, closing a stake of 2,700 shares — an estimated $121K sold.

Caldwell Sutter Capital first reported a position in DFUV in Q4 2022 and held it in 12 quarters. The position peaked at $121K in Q3 2025. 740 funds tracked by Wall St. Rank hold DFUV as of Q4 2025.

  • Caldwell Sutter Capital reported no remaining Dimensional US Marketwide Value ETF position as of Q4 2025 after selling out during the quarter.
  • Caldwell Sutter Capital sold 2,700 Dimensional US Marketwide Value ETF shares in Q4 2025, an estimated $121K.
  • Caldwell Sutter Capital first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and held it in 12 quarters.
  • Caldwell Sutter Capital's Dimensional US Marketwide Value ETF position peaked at $121K in Q3 2025.
  • 740 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2025.

Based on Caldwell Sutter Capital's 13F filing for Q4 2025, filed 30 Jan 2026.