HWM
DFUV icon

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

Hemington 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 		$5.17M Sell
115,604
-2,336
-2% -$102K 0.67% 20
2025
Q2 		$4.99M Hold
117,940
– – 0.72% 18
2025
Q1 		$4.86M Sell
117,940
-3,494
-3% -$147K 0.75% 18
2024
Q4 		$4.97M Sell
121,434
-66
-0.1% -$2.8K 1.25% 15
2024
Q3 		$5.03M Sell
121,500
-3,307
-3% -$134K 1.35% 15
2024
Q2 		$4.9M Sell
124,807
-521
-0.4% -$20.6K 1.65% 12
2024
Q1 		$5.13M Sell
125,328
-415
-0.3% -$15.9K 1.86% 11
2023
Q4 		$4.68M Sell
125,743
-1,139
-0.9% -$39.2K 1.81% 11
2023
Q3 		$4.32M Sell
126,882
-32,228
-20% -$1.13M 2.05% 10
2023
Q2 		$5.49M Sell
159,110
-18,602
-10% -$621K 2.22% 8
2023
Q1 		$5.95M Sell
177,712
-1,593
-0.9% -$54.5K 2.4% 8
2022
Q4 		$6M Buy
179,305
+10,979
+7% +$365K 2.58% 8
2022
Q3 		$4.98M Buy
+168,326
New +$5.47M 2.18% 10

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

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

Hemington Wealth Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 2% in Q3 2025, selling an estimated $102K and leaving 115,604 shares worth $5.17M. The position accounts for 0.67% of the portfolio, ranked #20.

Hemington Wealth Management first reported a position in DFUV in Q3 2022 and has held it in 13 quarters since. The position peaked at $6M in Q4 2022. 688 funds tracked by Wall St. Rank hold DFUV as of Q3 2025.

  • Hemington Wealth Management held 115,604 shares of Dimensional US Marketwide Value ETF worth $5.17M as of Q3 2025.
  • Hemington Wealth Management sold 2,336 Dimensional US Marketwide Value ETF shares in Q3 2025, an estimated $102K.
  • Dimensional US Marketwide Value ETF made up 0.67% of Hemington Wealth Management's portfolio in Q3 2025, its #20 holding.
  • Hemington Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and has held it in 13 quarters since.
  • Hemington Wealth Management's Dimensional US Marketwide Value ETF position peaked at $6M in Q4 2022.
  • 688 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.