KWAG
DFUV icon

Kiely Wealth Advisory Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Kiely Wealth Advisory Group’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
2024
Q4 		$476K Buy
11,150
+4,185
+60% +$178K 0.31% 26
2024
Q3 		$304K Buy
+6,965
New +$281K 0.19% 41

Other funds holding DFUV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Kiely Wealth Advisory Group's DFUV Position: Q4 2024 in Review

Kiely Wealth Advisory Group increased its Dimensional US Marketwide Value ETF (DFUV) stake by 60% in Q4 2024, buying an estimated $178K and bringing the position to 11,150 shares worth $476K. The position accounts for 0.31% of the portfolio, ranked #26.

Kiely Wealth Advisory Group first reported a position in DFUV in Q3 2024 and has held it in 2 quarters since. 668 funds tracked by Wall St. Rank hold DFUV as of Q4 2024.

  • Kiely Wealth Advisory Group held 11,150 shares of Dimensional US Marketwide Value ETF worth $476K as of Q4 2024.
  • Kiely Wealth Advisory Group bought 4,185 Dimensional US Marketwide Value ETF shares in Q4 2024, an estimated $178K.
  • Dimensional US Marketwide Value ETF made up 0.31% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #26 holding.
  • Kiely Wealth Advisory Group first reported a position in Dimensional US Marketwide Value ETF in Q3 2024 and has held it in 2 quarters since.
  • 668 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.