KIM
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Kestra Investment Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Kestra Investment 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
Q1 		– Sell
-2,212
Closed -$90.5K – 1017
2024
Q4 		$90.5K Buy
+2,212
New +$93.9K ﹤0.01% 450

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SC
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Corient Private Wealth
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PL
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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
Creative Planning
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Kestra Investment Management's DFUV Position: Q1 2025 in Review

Kestra Investment Management sold out of Dimensional US Marketwide Value ETF (DFUV) in Q1 2025, closing a stake of 2,212 shares — an estimated $90.5K sold.

Kestra Investment Management first reported a position in DFUV in Q4 2024 and held it in 1 quarter. The position peaked at $90.5K in Q4 2024. 670 funds tracked by Wall St. Rank hold DFUV as of Q1 2025.

  • Kestra Investment Management reported no remaining Dimensional US Marketwide Value ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 2,212 Dimensional US Marketwide Value ETF shares in Q1 2025, an estimated $90.5K.
  • Kestra Investment Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's Dimensional US Marketwide Value ETF position peaked at $90.5K in Q4 2024.
  • 670 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.