Foster Dykema Cabot & Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Foster Dykema Cabot & Partners’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
2026 Q1	$118K	Hold	2,429	–	–	0.01%	141
2025 Q4	$113K	Sell	2,429 -111	-4%	-$5.04K	0.01%	152
2025 Q3	$114K	Hold	2,540	–	–	0.01%	163
2025 Q2	$107K	Sell	2,540 -2,467	-49%	-$99.1K	0.01%	161
2025 Q1	$206K	Hold	5,007	–	–	0.02%	117
2024 Q4	$205K	Hold	5,007	–	–	0.02%	125
2024 Q3	$209K	Hold	5,007	–	–	0.02%	123
2024 Q2	$197K	Hold	5,007	–	–	0.02%	100
2024 Q1	$205K	Buy	5,007 +2,429	+94%	+$92.8K	0.02%	102
2023 Q4	$96K	Buy	+2,578	New	+$88.7K	0.01%	133

Other funds holding DFUV

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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

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $3.52B AUM 22.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning

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

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

HighTower Advisors

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