HCA
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Heck Capital Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Heck Capital Advisors’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
-1,628
Closed -$66.6K – 385
2024
Q4 		$66.6K Buy
+1,628
New +$69.1K ﹤0.01% 330

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 22.96% 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 $77.5B AUM 28.19% 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 $103B AUM 28.65% 1-Year Est. Return

Heck Capital Advisors's DFUV Position: Q1 2025 in Review

Heck Capital Advisors sold out of Dimensional US Marketwide Value ETF (DFUV) in Q1 2025, closing a stake of 1,628 shares — an estimated $66.6K sold.

Heck Capital Advisors first reported a position in DFUV in Q4 2024 and held it in 1 quarter. The position peaked at $66.6K in Q4 2024. 670 funds tracked by Wall St. Rank hold DFUV as of Q1 2025.

  • Heck Capital Advisors reported no remaining Dimensional US Marketwide Value ETF position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 1,628 Dimensional US Marketwide Value ETF shares in Q1 2025, an estimated $66.6K.
  • Heck Capital Advisors first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's Dimensional US Marketwide Value ETF position peaked at $66.6K in Q4 2024.
  • 670 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.