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

Destination 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
Q3 		– Sell
-9,388
Closed -$397K – 305
2025
Q2 		$397K Buy
+9,388
New +$377K 0.01% 195

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Northern Trust
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PL
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IFA
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FPAS
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Destination Wealth Management's DFUV Position: Q3 2025 in Review

Destination Wealth Management sold out of Dimensional US Marketwide Value ETF (DFUV) in Q3 2025, closing a stake of 9,388 shares — an estimated $397K sold.

Destination Wealth Management first reported a position in DFUV in Q2 2025 and held it in 1 quarter. The position peaked at $397K in Q2 2025. 690 funds tracked by Wall St. Rank hold DFUV as of Q3 2025.

  • Destination Wealth Management reported no remaining Dimensional US Marketwide Value ETF position as of Q3 2025 after selling out during the quarter.
  • Destination Wealth Management sold 9,388 Dimensional US Marketwide Value ETF shares in Q3 2025, an estimated $397K.
  • Destination Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2025 and held it in 1 quarter.
  • Destination Wealth Management's Dimensional US Marketwide Value ETF position peaked at $397K in Q2 2025.
  • 690 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2025.

Based on Destination Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.