CAS
DFUV icon

Coppell Advisory Solutions’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-522
Closed -$21.3K – 698
2024
Q4 		$21.3K Hold
522
– – ﹤0.01% 860
2024
Q3 		$21.7K Hold
522
– – ﹤0.01% 840
2024
Q2 		$20.5K Buy
+522
New +$20.7K ﹤0.01% 777
2023
Q4 		$19.4K Buy
+522
New +$18K ﹤0.01% 750
2023
Q3 		– Sell
-522
Closed -$17.9K – 1280
2023
Q2 		$17.9K Buy
+522
New +$17.4K 0.01% 575

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Northern Trust
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
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

Coppell Advisory Solutions's DFUV Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Dimensional US Marketwide Value ETF (DFUV) in Q1 2025, closing a stake of 522 shares — an estimated $21.3K sold.

Coppell Advisory Solutions first reported a position in DFUV in Q2 2023 and held it in 5 quarters. The position peaked at $21.7K in Q3 2024. 670 funds tracked by Wall St. Rank hold DFUV as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Dimensional US Marketwide Value ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 522 Dimensional US Marketwide Value ETF shares in Q1 2025, an estimated $21.3K.
  • Coppell Advisory Solutions first reported a position in Dimensional US Marketwide Value ETF in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's Dimensional US Marketwide Value ETF position peaked at $21.7K in Q3 2024.
  • 670 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.