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

Efficient Frontier 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
Q2 		$32M Sell
757,534
-45,865
-6% -$1.84M 20.33% 2
2025
Q1 		$33.1M Buy
803,399
+101
+0% +$4.24K 21.54% 2
2024
Q4 		$32.9M Buy
803,298
+8,013
+1% +$340K 21.74% 2
2024
Q3 		$33.2M Buy
795,285
+9,078
+1% +$367K 21.46% 2
2024
Q2 		$30.9M Sell
786,207
-6,256
-0.8% -$248K 21.76% 2
2024
Q1 		$32.4M Buy
792,463
+14,252
+2% +$544K 25.67% 1
2023
Q4 		$29M Buy
+778,211
New +$26.8M 24.35% 3

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

Efficient Frontier Advisors's DFUV Position: Q2 2025 in Review

Efficient Frontier Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 5.7% in Q2 2025, selling an estimated $1.84M and leaving 757,534 shares worth $32M. The position accounts for 20.33% of the portfolio, ranked #2.

Efficient Frontier Advisors first reported a position in DFUV in Q4 2023 and has held it in 7 quarters since. The position peaked at $33.2M in Q3 2024. 674 funds tracked by Wall St. Rank hold DFUV as of Q2 2025.

  • Efficient Frontier Advisors held 757,534 shares of Dimensional US Marketwide Value ETF worth $32M as of Q2 2025.
  • Efficient Frontier Advisors sold 45,865 Dimensional US Marketwide Value ETF shares in Q2 2025, an estimated $1.84M.
  • Dimensional US Marketwide Value ETF made up 20.33% of Efficient Frontier Advisors's portfolio in Q2 2025, its #2 holding.
  • Efficient Frontier Advisors first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 7 quarters since.
  • Efficient Frontier Advisors's Dimensional US Marketwide Value ETF position peaked at $33.2M in Q3 2024.
  • 674 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2025.

Based on Efficient Frontier Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.