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Financial Management Professionals’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Financial Management Professionals’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
-838
Closed -$35.5K – 965
2025
Q2 		$35.5K Buy
838
+3
+0.4% +$120 ﹤0.01% 301
2025
Q1 		$34.4K Buy
835
+4
+0.5% +$168 ﹤0.01% 316
2024
Q4 		$34K Buy
831
+3
+0.4% +$127 ﹤0.01% 322
2024
Q3 		$35K Buy
828
+4
+0.5% +$162 ﹤0.01% 317
2024
Q2 		$32K Buy
824
+4
+0.5% +$158 ﹤0.01% 318
2024
Q1 		$34K Buy
820
+2
+0.2% +$76 0.01% 334
2023
Q4 		$30K Sell
818
-676
-45% -$23.3K ﹤0.01% 336
2023
Q3 		$51K Buy
1,494
+7
+0.5% +$245 0.01% 243
2023
Q2 		$51K Buy
1,487
+8
+0.5% +$267 0.01% 256
2023
Q1 		$50K Buy
1,479
+6
+0.4% +$205 0.01% 273
2022
Q4 		$49K Buy
1,473
+6
+0.4% +$199 0.01% 234
2022
Q3 		$43K Buy
1,467
+8
+0.5% +$260 0.01% 235
2022
Q2 		$46K Buy
+1,459
New +$48.6K 0.01% 233

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Financial Management Professionals's DFUV Position: Q3 2025 in Review

Financial Management Professionals sold out of Dimensional US Marketwide Value ETF (DFUV) in Q3 2025, closing a stake of 838 shares — an estimated $35.5K sold.

Financial Management Professionals first reported a position in DFUV in Q2 2022 and held it in 13 quarters. The position peaked at $51K in Q3 2023. 690 funds tracked by Wall St. Rank hold DFUV as of Q3 2025.

  • Financial Management Professionals reported no remaining Dimensional US Marketwide Value ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Management Professionals sold 838 Dimensional US Marketwide Value ETF shares in Q3 2025, an estimated $35.5K.
  • Financial Management Professionals first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and held it in 13 quarters.
  • Financial Management Professionals's Dimensional US Marketwide Value ETF position peaked at $51K in Q3 2023.
  • 690 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2025.

Based on Financial Management Professionals's 13F filing for Q3 2025, filed 15 Oct 2025.