FWM
DFUV icon

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

Fortress 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
Q3 		$479K Buy
10,710
+18
+0.2% +$784 0.21% 53
2025
Q2 		$452K Buy
10,692
+17
+0.2% +$683 0.22% 52
2025
Q1 		$440K Sell
10,675
-595
-5% -$25K 0.23% 51
2024
Q4 		$461K Buy
11,270
+17
+0.2% +$722 0.22% 51
2024
Q3 		$469K Sell
11,253
-1,003
-8% -$40.5K 0.23% 48
2024
Q2 		$481K Sell
12,256
-100
-0.8% -$3.96K 0.25% 48
2024
Q1 		$505K Buy
12,356
+83
+0.7% +$3.17K 0.26% 48
2023
Q4 		$457K Buy
12,273
+14
+0.1% +$482 0.25% 48
2023
Q3 		$417K Buy
12,259
+19
+0.2% +$666 0.27% 46
2023
Q2 		$422K Buy
12,240
+18
+0.1% +$601 0.27% 48
2023
Q1 		$409K Buy
12,222
+17
+0.1% +$582 0.29% 46
2022
Q4 		$409K Buy
12,205
+14
+0.1% +$465 0.34% 44
2022
Q3 		$361K Buy
+12,191
New +$396K 0.37% 40

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Fortress Wealth Management's DFUV Position: Q3 2025 in Review

Fortress Wealth Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.17% in Q3 2025, buying an estimated $784 and bringing the position to 10,710 shares worth $479K. The position accounts for 0.21% of the portfolio, ranked #53.

Fortress Wealth Management first reported a position in DFUV in Q3 2022 and has held it in 13 quarters since. The position peaked at $505K in Q1 2024. 688 funds tracked by Wall St. Rank hold DFUV as of Q3 2025.

  • Fortress Wealth Management held 10,710 shares of Dimensional US Marketwide Value ETF worth $479K as of Q3 2025.
  • Fortress Wealth Management bought 18 Dimensional US Marketwide Value ETF shares in Q3 2025, an estimated $784.
  • Dimensional US Marketwide Value ETF made up 0.21% of Fortress Wealth Management's portfolio in Q3 2025, its #53 holding.
  • Fortress Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and has held it in 13 quarters since.
  • Fortress Wealth Management's Dimensional US Marketwide Value ETF position peaked at $505K in Q1 2024.
  • 688 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2025.

Based on Fortress Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.