GRP
DFUV icon

Global Retirement Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Global Retirement 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
2025
Q4 		$2.22M Buy
47,608
+2,282
+5% +$104K 0.04% 405
2025
Q3 		$2.03M Sell
45,326
-563
-1% -$24.5K 0.05% 353
2025
Q2 		$1.94M Buy
+45,889
New +$1.84M 0.05% 348
2024
Q4 		$1.79M Buy
43,798
+2,804
+7% +$119K 0.05% 323
2024
Q3 		$1.71M Buy
40,994
+6
+0% +$242 0.05% 323
2024
Q2 		$1.61M Sell
40,988
-943
-2% -$37.3K 0.05% 311
2024
Q1 		$1.71M Buy
41,931
+955
+2% +$36.5K 0.06% 255
2023
Q4 		$1.49M Buy
40,976
+6
+0% +$207 0.06% 263
2023
Q3 		$1.36M Sell
40,970
-867
-2% -$30.4K 0.07% 257
2023
Q2 		$1.44M Buy
41,837
+8
+0% +$267 0.07% 250
2023
Q1 		$1.37M Buy
41,829
+462
+1% +$15.8K 0.07% 249
2022
Q4 		$1.38M Sell
41,367
-100
-0.2% -$3.32K 0.1% 212
2022
Q3 		$1.39M Sell
41,467
-1,231
-3% -$40K 0.11% 200
2022
Q2 		$1.35M Buy
+42,698
New +$1.42M 0.11% 198

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
Northern Trust
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
PL
Plancorp LLC Saint Louis, Missouri $3.52B AUM 22.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FPAS
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