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Coldstream Capital Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Coldstream Capital 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
Q2 		– Sell
-3,993
Closed -$165K – 1692
2025
Q1 		$165K Buy
+3,993
New +$168K ﹤0.01% 1099

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SC
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Corient Private Wealth
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Northern Trust
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PL
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IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Creative Planning
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Coldstream Capital Management's DFUV Position: Q2 2025 in Review

Coldstream Capital Management sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2025, closing a stake of 3,993 shares — an estimated $165K sold.

Coldstream Capital Management first reported a position in DFUV in Q1 2025 and held it in 1 quarter. The position peaked at $165K in Q1 2025. 674 funds tracked by Wall St. Rank hold DFUV as of Q2 2025.

  • Coldstream Capital Management reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 3,993 Dimensional US Marketwide Value ETF shares in Q2 2025, an estimated $165K.
  • Coldstream Capital Management first reported a position in Dimensional US Marketwide Value ETF in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Dimensional US Marketwide Value ETF position peaked at $165K in Q1 2025.
  • 674 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.