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Kathleen S. Wright Associates’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Kathleen S. Wright Associates’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 		$328K Hold
7,348
– – 0.12% 92
2025
Q2 		$311K Hold
7,348
– – 0.12% 93
2025
Q1 		$303K Hold
7,348
– – 0.13% 93
2024
Q4 		$301K Hold
7,348
– – 0.13% 93
2024
Q3 		$306K Hold
7,348
– – 0.13% 93
2024
Q2 		$289K Buy
+7,348
New +$291K 0.13% 96

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

Kathleen S. Wright Associates's DFUV Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q3 2025 at 7,348 shares worth $328K. The position accounts for 0.12% of the portfolio, ranked #92.

Kathleen S. Wright Associates first reported a position in DFUV in Q2 2024 and has held it in 6 quarters since. 688 funds tracked by Wall St. Rank hold DFUV as of Q3 2025.

  • Kathleen S. Wright Associates held 7,348 shares of Dimensional US Marketwide Value ETF worth $328K as of Q3 2025.
  • Kathleen S. Wright Associates left its Dimensional US Marketwide Value ETF share count unchanged in Q3 2025.
  • Dimensional US Marketwide Value ETF made up 0.12% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #92 holding.
  • Kathleen S. Wright Associates first reported a position in Dimensional US Marketwide Value ETF in Q2 2024 and has held it in 6 quarters since.
  • 688 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.