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

Efficient 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
-10,064
Closed -$412K – 64
2024
Q4 		$412K Sell
10,064
-464
-4% -$19.7K 0.03% 56
2024
Q3 		$439K Sell
10,528
-52
-0.5% -$2.1K 0.03% 56
2024
Q2 		$415K Sell
10,580
-156
-1% -$6.17K 0.03% 57
2024
Q1 		$439K Sell
10,736
-643
-6% -$24.6K 0.03% 57
2023
Q4 		$424K Sell
11,379
-4,058
-26% -$140K 0.03% 57
2023
Q3 		$525K Buy
15,437
+150
+1% +$5.25K 0.04% 55
2023
Q2 		$527K Buy
15,287
+5,624
+58% +$188K 0.03% 59
2023
Q1 		$324K Buy
9,663
+573
+6% +$19.6K 0.02% 62
2022
Q4 		$304K Sell
9,090
-6,251
-41% -$208K 0.03% 56
2022
Q3 		$454K Buy
15,341
+280
+2% +$9.11K 0.04% 48
2022
Q2 		$476K Buy
+15,061
New +$501K 0.04% 47

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

Efficient Advisors's DFUV Position: Q1 2025 in Review

Efficient Advisors sold out of Dimensional US Marketwide Value ETF (DFUV) in Q1 2025, closing a stake of 10,064 shares — an estimated $412K sold.

Efficient Advisors first reported a position in DFUV in Q2 2022 and held it in 11 quarters. The position peaked at $527K in Q2 2023. 670 funds tracked by Wall St. Rank hold DFUV as of Q1 2025.

  • Efficient Advisors reported no remaining Dimensional US Marketwide Value ETF position as of Q1 2025 after selling out during the quarter.
  • Efficient Advisors sold 10,064 Dimensional US Marketwide Value ETF shares in Q1 2025, an estimated $412K.
  • Efficient Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and held it in 11 quarters.
  • Efficient Advisors's Dimensional US Marketwide Value ETF position peaked at $527K in Q2 2023.
  • 670 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2025.

Based on Efficient Advisors's 13F filing for Q1 2025, filed 6 May 2025.