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

Cherrydale 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 Q4	–	Sell	-17,798	Closed	-$795K	–	81
2025 Q3	$795K	Sell	17,798 -137	-0.8%	-$5.97K	0.25%	36
2025 Q2	$758K	Sell	17,935 -111	-0.6%	-$4.46K	0.26%	36
2025 Q1	$744K	Buy	18,046 +46	+0.3%	+$1.93K	0.29%	29
2024 Q4	$737K	Buy	18,000 +74	+0.4%	+$3.14K	0.28%	31
2024 Q3	$747K	Buy	17,926 +74	+0.4%	+$2.99K	0.31%	28
2024 Q2	$701K	Sell	17,852 -1,770	-9%	-$70K	0.31%	27
2024 Q1	$803K	Sell	19,622 -7,134	-27%	-$273K	0.38%	28
2023 Q4	$996K	Buy	26,756 +912	+4%	+$31.4K	0.52%	25
2023 Q3	$879K	Buy	+25,844	New	+$905K	0.52%	25

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

Cherrydale Wealth Management's DFUV Position: Q4 2025 in Review

Cherrydale Wealth Management sold out of Dimensional US Marketwide Value ETF (DFUV) in Q4 2025, closing a stake of 17,798 shares — an estimated $795K sold.

Cherrydale Wealth Management first reported a position in DFUV in Q3 2023 and held it in 9 quarters. The position peaked at $996K in Q4 2023. 739 funds tracked by Wall St. Rank hold DFUV as of Q4 2025.

Cherrydale Wealth Management reported no remaining Dimensional US Marketwide Value ETF position as of Q4 2025 after selling out during the quarter.
Cherrydale Wealth Management sold 17,798 Dimensional US Marketwide Value ETF shares in Q4 2025, an estimated $795K.
Cherrydale Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q3 2023 and held it in 9 quarters.
Cherrydale Wealth Management's Dimensional US Marketwide Value ETF position peaked at $996K in Q4 2023.
739 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2025.

Based on Cherrydale Wealth Management's 13F filing for Q4 2025, filed 13 Jan 2026.