IWA
DFUV icon

Icon Wealth Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Icon Wealth 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
Q4 		– Sell
-3,275
Closed -$146K – 431
2025
Q3 		$146K Hold
3,275
– – 0.01% 424
2025
Q2 		$138K Hold
3,275
– – 0.01% 436
2025
Q1 		$135K Sell
3,275
-143
-4% -$6K 0.01% 424
2024
Q4 		$140K Buy
+3,418
New +$145K 0.01% 444

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

Icon Wealth Advisors's DFUV Position: Q4 2025 in Review

Icon Wealth Advisors sold out of Dimensional US Marketwide Value ETF (DFUV) in Q4 2025, closing a stake of 3,275 shares — an estimated $146K sold.

Icon Wealth Advisors first reported a position in DFUV in Q4 2024 and held it in 4 quarters. The position peaked at $146K in Q3 2025. 738 funds tracked by Wall St. Rank hold DFUV as of Q4 2025.

  • Icon Wealth Advisors reported no remaining Dimensional US Marketwide Value ETF position as of Q4 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 3,275 Dimensional US Marketwide Value ETF shares in Q4 2025, an estimated $146K.
  • Icon Wealth Advisors first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and held it in 4 quarters.
  • Icon Wealth Advisors's Dimensional US Marketwide Value ETF position peaked at $146K in Q3 2025.
  • 738 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.