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Kestra Private Wealth Services’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Kestra Private Wealth Services’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
-5,617
Closed -$230K – 1522
2024
Q4 		$230K Sell
5,617
-18,857
-77% -$800K ﹤0.01% 1255
2024
Q3 		$1.02M Buy
+24,474
New +$989K 0.02% 610

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
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

Kestra Private Wealth Services's DFUV Position: Q1 2025 in Review

Kestra Private Wealth Services sold out of Dimensional US Marketwide Value ETF (DFUV) in Q1 2025, closing a stake of 5,617 shares — an estimated $230K sold.

Kestra Private Wealth Services first reported a position in DFUV in Q3 2024 and held it in 2 quarters. The position peaked at $1.02M in Q3 2024. 670 funds tracked by Wall St. Rank hold DFUV as of Q1 2025.

  • Kestra Private Wealth Services reported no remaining Dimensional US Marketwide Value ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 5,617 Dimensional US Marketwide Value ETF shares in Q1 2025, an estimated $230K.
  • Kestra Private Wealth Services first reported a position in Dimensional US Marketwide Value ETF in Q3 2024 and held it in 2 quarters.
  • Kestra Private Wealth Services's Dimensional US Marketwide Value ETF position peaked at $1.02M in Q3 2024.
  • 670 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2025.

Based on Kestra Private Wealth Services's 13F filing for Q1 2025, filed 5 May 2025.