FFO
DFUV icon

Fortitude Family Office’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Fortitude Family Office’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
Q4 		– Sell
-266
Closed -$11.9K – 1974
2025
Q3 		$11.9K Sell
266
-774
-74% -$33.7K ﹤0.01% 509
2025
Q2 		$44K Buy
1,040
+250
+32% +$10K 0.01% 262
2025
Q1 		$32.6K Hold
790
– – 0.01% 301
2024
Q4 		$32.3K Buy
790
+266
+51% +$11.3K 0.01% 349
2024
Q3 		$21.8K Buy
+524
New +$21.2K 0.01% 396

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
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Fortitude Family Office's DFUV Position: Q4 2025 in Review

Fortitude Family Office sold out of Dimensional US Marketwide Value ETF (DFUV) in Q4 2025, closing a stake of 266 shares — an estimated $11.9K sold.

Fortitude Family Office first reported a position in DFUV in Q3 2024 and held it in 5 quarters. The position peaked at $44K in Q2 2025. 741 funds tracked by Wall St. Rank hold DFUV as of Q4 2025.

  • Fortitude Family Office reported no remaining Dimensional US Marketwide Value ETF position as of Q4 2025 after selling out during the quarter.
  • Fortitude Family Office sold 266 Dimensional US Marketwide Value ETF shares in Q4 2025, an estimated $11.9K.
  • Fortitude Family Office first reported a position in Dimensional US Marketwide Value ETF in Q3 2024 and held it in 5 quarters.
  • Fortitude Family Office's Dimensional US Marketwide Value ETF position peaked at $44K in Q2 2025.
  • 741 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2025.

Based on Fortitude Family Office's 13F filing for Q4 2025, filed 15 Jan 2026.