FCI
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Financial Counselors Inc’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Financial Counselors Inc’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 		– Sell
-19,454
Closed -$802K – 148
2025
Q1 		$802K Sell
19,454
-887
-4% -$37.2K 0.01% 356
2024
Q4 		$832K Buy
20,341
+1,004
+5% +$42.6K 0.01% 352
2024
Q3 		$806K Buy
19,337
+261
+1% +$10.5K 0.01% 370
2024
Q2 		$749K Buy
19,076
+647
+4% +$25.6K 0.01% 355
2024
Q1 		$754K Buy
+18,429
New +$704K 0.01% 359
2023
Q2 		– Sell
-10,331
Closed -$346K – 502
2023
Q1 		$346K Hold
10,331
– – 0.01% 409
2022
Q4 		$346K Sell
10,331
-989
-9% -$32.9K 0.01% 416
2022
Q3 		$335K Buy
11,320
+209
+2% +$6.8K 0.01% 402
2022
Q2 		$351K Buy
+11,111
New +$370K 0.01% 403

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $2.22B 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

Financial Counselors Inc's DFUV Position: Q2 2025 in Review

Financial Counselors Inc sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2025, closing a stake of 19,454 shares — an estimated $802K sold.

Financial Counselors Inc first reported a position in DFUV in Q2 2022 and held it in 9 quarters. The position peaked at $832K in Q4 2024. 674 funds tracked by Wall St. Rank hold DFUV as of Q2 2025.

  • Financial Counselors Inc reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 19,454 Dimensional US Marketwide Value ETF shares in Q2 2025, an estimated $802K.
  • Financial Counselors Inc first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and held it in 9 quarters.
  • Financial Counselors Inc's Dimensional US Marketwide Value ETF position peaked at $832K in Q4 2024.
  • 674 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.