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CoreCap Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

CoreCap Advisors’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
-933
Closed -$38.2K – 3173
2024
Q4 		$38.2K Hold
933
– – ﹤0.01% 1296
2024
Q3 		$38.9K Hold
933
– – ﹤0.01% 1302
2024
Q2 		$36.6K Hold
933
– – ﹤0.01% 746
2024
Q1 		$38.2K Buy
+933
New +$35.6K ﹤0.01% 1215
2022
Q4 		$31.2K Buy
+933
New +$31K ﹤0.01% 1146

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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

CoreCap Advisors's DFUV Position: Q1 2025 in Review

CoreCap Advisors sold out of Dimensional US Marketwide Value ETF (DFUV) in Q1 2025, closing a stake of 933 shares — an estimated $38.2K sold.

CoreCap Advisors first reported a position in DFUV in Q4 2022 and held it in 5 quarters. The position peaked at $38.9K in Q3 2024. 670 funds tracked by Wall St. Rank hold DFUV as of Q1 2025.

  • CoreCap Advisors reported no remaining Dimensional US Marketwide Value ETF position as of Q1 2025 after selling out during the quarter.
  • CoreCap Advisors sold 933 Dimensional US Marketwide Value ETF shares in Q1 2025, an estimated $38.2K.
  • CoreCap Advisors first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and held it in 5 quarters.
  • CoreCap Advisors's Dimensional US Marketwide Value ETF position peaked at $38.9K in Q3 2024.
  • 670 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2025.

Based on CoreCap Advisors's 13F filing for Q1 2025, filed 9 May 2025.