CIBC Private Wealth Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

CIBC Private Wealth Group’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	$364K	Sell	7,818 -3,593	-31%	-$163K	﹤0.01%	968
2025 Q3	$510K	Buy	11,411 +1,949	+21%	+$84.9K	﹤0.01%	856
2025 Q2	$400K	Hold	9,462	–	–	﹤0.01%	891
2025 Q1	$343K	Sell	9,462 -970	-9%	-$40.7K	﹤0.01%	919
2024 Q4	$430K	Buy	10,432 +7,408	+245%	+$314K	﹤0.01%	908
2024 Q3	$126K	Hold	3,024	–	–	﹤0.01%	1386
2024 Q2	$118K	Sell	3,024 -206	-6%	-$8.15K	﹤0.01%	1333
2024 Q1	$132K	Buy	+3,230	New	+$123K	﹤0.01%	1282
2023 Q2	–	Sell	-10,606	Closed	-$355K	–	885
2023 Q1	$355K	Hold	10,606	–	–	﹤0.01%	757
2022 Q4	$355	Hold	10,606	–	–	﹤0.01%	807
2022 Q3	$314K	Hold	10,606	–	–	﹤0.01%	778
2022 Q2	$335K	Buy	+10,606	New	+$353K	﹤0.01%	777

Other funds holding DFUV

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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

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

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

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CIBC Private Wealth Group's DFUV Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 31% in Q4 2025, selling an estimated $163K and leaving 7,818 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #968.

CIBC Private Wealth Group first reported a position in DFUV in Q2 2022 and has held it in 12 quarters since. The position peaked at $510K in Q3 2025. 738 funds tracked by Wall St. Rank hold DFUV as of Q4 2025.

CIBC Private Wealth Group held 7,818 shares of Dimensional US Marketwide Value ETF worth $364K as of Q4 2025.
CIBC Private Wealth Group sold 3,593 Dimensional US Marketwide Value ETF shares in Q4 2025, an estimated $163K.
Dimensional US Marketwide Value ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #968 holding.
CIBC Private Wealth Group first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 12 quarters since.
CIBC Private Wealth Group's Dimensional US Marketwide Value ETF position peaked at $510K in Q3 2025.
738 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.