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Duncker Streett & Co’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Duncker Streett & Co’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
-1,718
Closed -$70.3K – 513
2024
Q4 		$70.3K Hold
1,718
– – 0.01% 297
2024
Q3 		$71.6K Hold
1,718
– – 0.01% 301
2024
Q2 		$67.5K Hold
1,718
– – 0.01% 299
2024
Q1 		$70.3K Hold
1,718
– – 0.01% 293
2023
Q4 		$63.9K Hold
1,718
– – 0.01% 293
2023
Q3 		$58.5K Hold
1,718
– – 0.01% 296
2023
Q2 		$59.3K Hold
1,718
– – 0.01% 290
2023
Q1 		$57.5K Hold
1,718
– – 0.01% 285
2022
Q4 		$57.5K Hold
1,718
– – 0.01% 291
2022
Q3 		$51K Buy
1,718
+9
+0.5% +$293 0.01% 294
2022
Q2 		$54K Buy
+1,709
New +$56.9K 0.01% 302

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 22.9% 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

Duncker Streett & Co's DFUV Position: Q1 2025 in Review

Duncker Streett & Co sold out of Dimensional US Marketwide Value ETF (DFUV) in Q1 2025, closing a stake of 1,718 shares — an estimated $70.3K sold.

Duncker Streett & Co first reported a position in DFUV in Q2 2022 and held it in 11 quarters. The position peaked at $71.6K in Q3 2024. 671 funds tracked by Wall St. Rank hold DFUV as of Q1 2025.

  • Duncker Streett & Co reported no remaining Dimensional US Marketwide Value ETF position as of Q1 2025 after selling out during the quarter.
  • Duncker Streett & Co sold 1,718 Dimensional US Marketwide Value ETF shares in Q1 2025, an estimated $70.3K.
  • Duncker Streett & Co first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and held it in 11 quarters.
  • Duncker Streett & Co's Dimensional US Marketwide Value ETF position peaked at $71.6K in Q3 2024.
  • 671 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2025.

Based on Duncker Streett & Co's 13F filing for Q1 2025, filed 22 Apr 2025.