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

Congress 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 		$543K Buy
12,854
+437
+4% +$17.6K 0.01% 900
2025
Q1 		$516K Buy
+12,417
New +$521K 0.01% 808

Other funds holding DFUV

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $2.52B AUM 26.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Congress Wealth Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 3.5% in Q2 2025, buying an estimated $17.6K and bringing the position to 12,854 shares worth $543K. The position accounts for 0.01% of the portfolio, ranked #900.

Congress Wealth Management first reported a position in DFUV in Q1 2025 and has held it in 2 quarters since. 674 funds tracked by Wall St. Rank hold DFUV as of Q2 2025.

  • Congress Wealth Management held 12,854 shares of Dimensional US Marketwide Value ETF worth $543K as of Q2 2025.
  • Congress Wealth Management bought 437 Dimensional US Marketwide Value ETF shares in Q2 2025, an estimated $17.6K.
  • Dimensional US Marketwide Value ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #900 holding.
  • Congress Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q1 2025 and has held it in 2 quarters since.
  • 674 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2025.

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