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

Compass 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
Q2 		– Sell
-1,734
Closed -$71.5K – 209
2025
Q1 		$71.5K Buy
+1,734
New +$72.8K 0.02% 214

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PL
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Compass Wealth Management's DFUV Position: Q2 2025 in Review

Compass Wealth Management sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2025, closing a stake of 1,734 shares — an estimated $71.5K sold.

Compass Wealth Management first reported a position in DFUV in Q1 2025 and held it in 1 quarter. The position peaked at $71.5K in Q1 2025. 674 funds tracked by Wall St. Rank hold DFUV as of Q2 2025.

  • Compass Wealth Management reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 1,734 Dimensional US Marketwide Value ETF shares in Q2 2025, an estimated $71.5K.
  • Compass Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q1 2025 and held it in 1 quarter.
  • Compass Wealth Management's Dimensional US Marketwide Value ETF position peaked at $71.5K in Q1 2025.
  • 674 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.