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Hill Investment Group Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Hill Investment Group 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 		– Sell
-4,713
Closed -$211K – 55
2025
Q3 		$211K Buy
+4,713
New +$205K 0.03% 52
2025
Q1 		– Sell
-336,529
Closed -$13.8M – 56
2024
Q4 		$13.8M Sell
336,529
-72,808
-18% -$3.09M 1.85% 13
2024
Q3 		$16M Buy
409,337
+124
+0% +$5.01K 2.23% 13
2024
Q2 		$16.6M Buy
409,213
+11,109
+3% +$440K 2.23% 13
2024
Q1 		$16.3M Sell
398,104
-10,211
-3% -$390K 2.3% 13
2023
Q4 		$15.2M Sell
408,315
-7,538
-2% -$259K 2.24% 12
2023
Q3 		$14.1M Sell
415,853
-2,532
-0.6% -$88.7K 2.35% 12
2023
Q2 		$14.4M Sell
418,385
-16,598
-4% -$555K 2.6% 12
2023
Q1 		$14.6M Sell
434,983
-19,826
-4% -$679K 2.86% 12
2022
Q4 		$15.2M Sell
454,809
-7,891
-2% -$262K 3.68% 11
2022
Q3 		$13.7M Sell
462,700
-473
-0.1% -$15.4K 3.95% 11
2022
Q2 		$14.6M Buy
+463,173
New +$15.4M 4.08% 11

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 $4.1B AUM 25.19% 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

Hill Investment Group Partners's DFUV Position: Q4 2025 in Review

Hill Investment Group Partners sold out of Dimensional US Marketwide Value ETF (DFUV) in Q4 2025, closing a stake of 4,713 shares — an estimated $211K sold.

Hill Investment Group Partners first reported a position in DFUV in Q2 2022 and held it in 12 quarters. The position peaked at $16.6M in Q2 2024. 738 funds tracked by Wall St. Rank hold DFUV as of Q4 2025.

  • Hill Investment Group Partners reported no remaining Dimensional US Marketwide Value ETF position as of Q4 2025 after selling out during the quarter.
  • Hill Investment Group Partners sold 4,713 Dimensional US Marketwide Value ETF shares in Q4 2025, an estimated $211K.
  • Hill Investment Group Partners first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and held it in 12 quarters.
  • Hill Investment Group Partners's Dimensional US Marketwide Value ETF position peaked at $16.6M in Q2 2024.
  • 738 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2025.

Based on Hill Investment Group Partners's 13F filing for Q4 2025, filed 17 Feb 2026.