Carolinas Wealth Consulting’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Carolinas Wealth Consulting’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	–	Sell	-1,254	Closed	-$51.7K	–	224
2025 Q1	$51.7K	Buy	1,254 +4	+0.3%	+$168	0.01%	348
2024 Q4	$51.1K	Buy	1,250 +6	+0.5%	+$255	0.01%	357
2024 Q3	$51.9K	Buy	1,244 +5	+0.4%	+$202	0.01%	358
2024 Q2	$48.6K	Buy	1,239 +6	+0.5%	+$237	0.01%	372
2024 Q1	$50.4K	Buy	1,233 +4	+0.3%	+$153	0.01%	372
2023 Q4	$45.7K	Buy	1,229 +5	+0.4%	+$172	0.01%	350
2023 Q3	$39.7K	Buy	1,224 +6	+0.5%	+$210	0.01%	342
2023 Q2	$42K	Buy	1,218 +7	+0.6%	+$234	0.01%	371
2023 Q1	$40.6K	Buy	1,211 +5	+0.4%	+$171	0.01%	393
2022 Q4	$40.4K	Buy	1,206 +5	+0.4%	+$166	0.01%	383
2022 Q3	$36K	Buy	1,201 +6	+0.5%	+$195	0.01%	370
2022 Q2	$38K	Buy	+1,195	New	+$39.8K	0.01%	365

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Carolinas Wealth Consulting's DFUV Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2025, closing a stake of 1,254 shares — an estimated $51.7K sold.

Carolinas Wealth Consulting first reported a position in DFUV in Q2 2022 and held it in 12 quarters. The position peaked at $51.9K in Q3 2024. 674 funds tracked by Wall St. Rank hold DFUV as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 1,254 Dimensional US Marketwide Value ETF shares in Q2 2025, an estimated $51.7K.
Carolinas Wealth Consulting first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and held it in 12 quarters.
Carolinas Wealth Consulting's Dimensional US Marketwide Value ETF position peaked at $51.9K in Q3 2024.
674 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.