Clifford Swan Investment Counsel’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Clifford Swan Investment Counsel’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	-8,538	Closed	-$382K	–	326
2025 Q3	$382K	Hold	8,538	–	–	0.01%	246
2025 Q2	$361K	Hold	8,538	–	–	0.01%	248
2025 Q1	$352K	Hold	8,538	–	–	0.01%	244
2024 Q4	$349K	Hold	8,538	–	–	0.01%	249
2024 Q3	$356K	Hold	8,538	–	–	0.01%	256
2024 Q2	$335K	Hold	8,538	–	–	0.01%	254
2024 Q1	$349K	Hold	8,538	–	–	0.01%	250
2023 Q4	$318K	Hold	8,538	–	–	0.01%	256
2023 Q3	$290K	Hold	8,538	–	–	0.01%	256
2023 Q2	$295K	Hold	8,538	–	–	0.01%	260
2023 Q1	$286K	Hold	8,538	–	–	0.01%	258
2022 Q4	$286K	Hold	8,538	–	–	0.01%	260
2022 Q3	$253K	Hold	8,538	–	–	0.01%	271
2022 Q2	$270K	Buy	+8,538	New	+$284K	0.01%	278

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 $11.8B AUM 25.68% 1-Year Est. Return

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

Clifford Swan Investment Counsel's DFUV Position: Q4 2025 in Review

Clifford Swan Investment Counsel sold out of Dimensional US Marketwide Value ETF (DFUV) in Q4 2025, closing a stake of 8,538 shares — an estimated $382K sold.

Clifford Swan Investment Counsel first reported a position in DFUV in Q2 2022 and held it in 14 quarters. The position peaked at $382K in Q3 2025. 739 funds tracked by Wall St. Rank hold DFUV as of Q4 2025.

Clifford Swan Investment Counsel reported no remaining Dimensional US Marketwide Value ETF position as of Q4 2025 after selling out during the quarter.
Clifford Swan Investment Counsel sold 8,538 Dimensional US Marketwide Value ETF shares in Q4 2025, an estimated $382K.
Clifford Swan Investment Counsel first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and held it in 14 quarters.
Clifford Swan Investment Counsel's Dimensional US Marketwide Value ETF position peaked at $382K in Q3 2025.
739 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2025.

Based on Clifford Swan Investment Counsel's 13F filing for Q4 2025, filed 11 Feb 2026.