CAWM
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Capital A Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Capital A 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
Q1 		– Sell
-126
Closed -$5.16K – 760
2024
Q4 		$5.16K Buy
+126
New +$5.35K 0.01% 375

Other funds holding DFUV

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
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

Capital A Wealth Management's DFUV Position: Q1 2025 in Review

Capital A Wealth Management sold out of Dimensional US Marketwide Value ETF (DFUV) in Q1 2025, closing a stake of 126 shares — an estimated $5.16K sold.

Capital A Wealth Management first reported a position in DFUV in Q4 2024 and held it in 1 quarter. The position peaked at $5.16K in Q4 2024. 671 funds tracked by Wall St. Rank hold DFUV as of Q1 2025.

  • Capital A Wealth Management reported no remaining Dimensional US Marketwide Value ETF position as of Q1 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 126 Dimensional US Marketwide Value ETF shares in Q1 2025, an estimated $5.16K.
  • Capital A Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and held it in 1 quarter.
  • Capital A Wealth Management's Dimensional US Marketwide Value ETF position peaked at $5.16K in Q4 2024.
  • 671 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.