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

GeoWealth 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 		– Sell
-632
Closed -$25.9K – 1246
2024
Q4 		$25.9K Hold
632
– – ﹤0.01% 1325
2024
Q3 		$26.3K Buy
+632
New +$25.5K ﹤0.01% 1230

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
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

GeoWealth Management's DFUV Position: Q1 2025 in Review

GeoWealth Management sold out of Dimensional US Marketwide Value ETF (DFUV) in Q1 2025, closing a stake of 632 shares — an estimated $25.9K sold.

GeoWealth Management first reported a position in DFUV in Q3 2024 and held it in 2 quarters. The position peaked at $26.3K in Q3 2024. 671 funds tracked by Wall St. Rank hold DFUV as of Q1 2025.

  • GeoWealth Management reported no remaining Dimensional US Marketwide Value ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 632 Dimensional US Marketwide Value ETF shares in Q1 2025, an estimated $25.9K.
  • GeoWealth Management first reported a position in Dimensional US Marketwide Value ETF in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Dimensional US Marketwide Value ETF position peaked at $26.3K in Q3 2024.
  • 671 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.