KA
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Kozak & Associates’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Kozak & 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
Q4 		– Sell
-198
Closed -$8.78K – 438
2025
Q3 		$8.78K Buy
+198
New +$8.62K ﹤0.01% 269

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Kozak & Associates's DFUV Position: Q4 2025 in Review

Kozak & Associates sold out of Dimensional US Marketwide Value ETF (DFUV) in Q4 2025, closing a stake of 198 shares — an estimated $8.78K sold.

Kozak & Associates first reported a position in DFUV in Q3 2025 and held it in 1 quarter. The position peaked at $8.78K in Q3 2025. 741 funds tracked by Wall St. Rank hold DFUV as of Q4 2025.

  • Kozak & Associates reported no remaining Dimensional US Marketwide Value ETF position as of Q4 2025 after selling out during the quarter.
  • Kozak & Associates sold 198 Dimensional US Marketwide Value ETF shares in Q4 2025, an estimated $8.78K.
  • Kozak & Associates first reported a position in Dimensional US Marketwide Value ETF in Q3 2025 and held it in 1 quarter.
  • Kozak & Associates's Dimensional US Marketwide Value ETF position peaked at $8.78K in Q3 2025.
  • 741 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2025.

Based on Kozak & Associates's 13F filing for Q4 2025, filed 12 Jan 2026.