Dean Jacobson Financial Services’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Dean Jacobson Financial Services’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
2024 Q4	–	Sell	-5,057	Closed	-$211K	–	10
2024 Q3	$211K	Buy	+5,057	New	+$204K	0.16%	13
2024 Q2	–	Sell	-5,057	Closed	-$207K	–	13
2024 Q1	$207K	Buy	+5,057	New	+$193K	0.17%	12
2023 Q4	–	Sell	-7,275	Closed	-$247K	–	13
2023 Q3	$247K	Hold	7,275	–	–	0.23%	12
2023 Q2	$251K	Buy	+7,275	New	+$243K	0.23%	10

Other funds holding DFUV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Dean Jacobson Financial Services's DFUV Position: Q4 2024 in Review

Dean Jacobson Financial Services sold out of Dimensional US Marketwide Value ETF (DFUV) in Q4 2024, closing a stake of 5,057 shares — an estimated $211K sold.

Dean Jacobson Financial Services first reported a position in DFUV in Q2 2023 and held it in 4 quarters. The position peaked at $251K in Q2 2023. 668 funds tracked by Wall St. Rank hold DFUV as of Q4 2024.

Dean Jacobson Financial Services reported no remaining Dimensional US Marketwide Value ETF position as of Q4 2024 after selling out during the quarter.
Dean Jacobson Financial Services sold 5,057 Dimensional US Marketwide Value ETF shares in Q4 2024, an estimated $211K.
Dean Jacobson Financial Services first reported a position in Dimensional US Marketwide Value ETF in Q2 2023 and held it in 4 quarters.
Dean Jacobson Financial Services's Dimensional US Marketwide Value ETF position peaked at $251K in Q2 2023.
668 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2024.

Based on Dean Jacobson Financial Services's 13F filing for Q4 2024, filed 23 Jan 2025.