Ken Fisher
DFUV icon

Ken Fisher’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Ken Fisher’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
Q2 		– Sell
-8,644
Closed -$356K – 1011
2025
Q1 		$356K Buy
+8,644
New +$363K ﹤0.01% 863
2024
Q3 		– Sell
-17,726
Closed -$696K – 940
2024
Q2 		$696K Buy
+17,726
New +$701K ﹤0.01% 730
2023
Q3 		– Sell
-6,027
Closed -$208K – 1194
2023
Q2 		$208K Buy
+6,027
New +$201K ﹤0.01% 1025

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Ken Fisher's DFUV Position: Q2 2025 in Review

Ken Fisher sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2025, closing a stake of 8,644 shares — an estimated $356K sold.

Ken Fisher first reported a position in DFUV in Q2 2023 and held it in 3 quarters. The position peaked at $696K in Q2 2024. 674 funds tracked by Wall St. Rank hold DFUV as of Q2 2025.

  • Ken Fisher reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2025 after selling out during the quarter.
  • Ken Fisher sold 8,644 Dimensional US Marketwide Value ETF shares in Q2 2025, an estimated $356K.
  • Ken Fisher first reported a position in Dimensional US Marketwide Value ETF in Q2 2023 and held it in 3 quarters.
  • Ken Fisher's Dimensional US Marketwide Value ETF position peaked at $696K in Q2 2024.
  • 674 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2025.

Based on Fisher Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.