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

Financial Network Wealth Management’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	$23K	Buy	+572	New	+$24K	0.01%	292

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Financial Network Wealth Management's DFUV Position: Q1 2025 in Review

Financial Network Wealth Management opened a new position in Dimensional US Marketwide Value ETF (DFUV) in Q1 2025: 572 shares worth $23K. The stake represents 0.01% of the portfolio and ranks #292 among its holdings.

670 funds tracked by Wall St. Rank hold DFUV as of Q1 2025.

Financial Network Wealth Management held 572 shares of Dimensional US Marketwide Value ETF worth $23K as of Q1 2025.
Dimensional US Marketwide Value ETF was a new Financial Network Wealth Management position in Q1 2025.
Dimensional US Marketwide Value ETF made up 0.01% of Financial Network Wealth Management's portfolio in Q1 2025, its #292 holding.
670 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2025.

Based on Financial Network Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.