Kraft Asset Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Kraft Asset 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 Q2	$11.9M	Sell	281,152 -13,079	-4%	-$525K	11.06%	3
2025 Q1	$12.1M	Sell	294,231 -17,559	-6%	-$737K	11.1%	3
2024 Q4	$13.1M	Sell	311,790 -9,181	-3%	-$390K	10.14%	3
2024 Q3	$13.4M	Buy	320,971 +2,347	+0.7%	+$94.8K	10.48%	3
2024 Q2	$12.5M	Sell	318,624 -17,876	-5%	-$707K	10.52%	3
2024 Q1	$13.8M	Sell	336,500 -7,020	-2%	-$268K	11.08%	3
2023 Q4	$12.8M	Sell	343,520 -4,961	-1%	-$171K	10.77%	3
2023 Q3	$11.9M	Sell	348,481 -37,923	-10%	-$1.33M	11.15%	3
2023 Q2	$13.3M	Sell	386,404 -4,936	-1%	-$165K	11.98%	3
2023 Q1	$13.1M	Sell	391,340 -23,737	-6%	-$813K	11.69%	3
2022 Q4	$13.9M	Sell	415,077 -1,994	-0.5%	-$66.3K	12.66%	3
2022 Q3	$12.3M	Sell	417,071 -2,198	-0.5%	-$71.5K	12.52%	3
2022 Q2	$13.2M	Buy	+419,269	New	+$14M	12.73%	3

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Kraft Asset Management's DFUV Position: Q2 2025 in Review

Kraft Asset Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 4.4% in Q2 2025, selling an estimated $525K and leaving 281,152 shares worth $11.9M. The position accounts for 11.06% of the portfolio, ranked #3.

Kraft Asset Management first reported a position in DFUV in Q2 2022 and has held it in 13 quarters since. The position peaked at $13.9M in Q4 2022. 674 funds tracked by Wall St. Rank hold DFUV as of Q2 2025.

Kraft Asset Management held 281,152 shares of Dimensional US Marketwide Value ETF worth $11.9M as of Q2 2025.
Kraft Asset Management sold 13,079 Dimensional US Marketwide Value ETF shares in Q2 2025, an estimated $525K.
Dimensional US Marketwide Value ETF made up 11.06% of Kraft Asset Management's portfolio in Q2 2025, its #3 holding.
Kraft Asset Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 13 quarters since.
Kraft Asset Management's Dimensional US Marketwide Value ETF position peaked at $13.9M in Q4 2022.
674 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2025.

Based on Kraft Asset Management's 13F filing for Q2 2025, filed 15 Jul 2025.