LWM
DFUV icon

Liberty Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Liberty Wealth 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
Q4 		– Sell
-10,787
Closed -$482K – 248
2025
Q3 		$482K Buy
10,787
+85
+0.8% +$3.7K 0.07% 133
2025
Q2 		$452K Sell
10,702
-8,715
-45% -$350K 0.07% 136
2025
Q1 		$800K Buy
19,417
+6,593
+51% +$277K 0.15% 69
2024
Q4 		$525K Buy
12,824
+440
+4% +$18.7K 0.09% 113
2024
Q3 		$516K Sell
12,384
-3,916
-24% -$158K 0.09% 115
2024
Q2 		$640K Sell
16,300
-11,650
-42% -$461K 0.12% 99
2024
Q1 		$1.14M Buy
27,950
+3,659
+15% +$140K 0.22% 66
2023
Q4 		$904K Buy
24,291
+594
+3% +$20.4K 0.19% 70
2023
Q3 		$806K Buy
23,697
+252
+1% +$8.83K 0.2% 64
2023
Q2 		$809K Buy
23,445
+5,267
+29% +$176K 0.2% 63
2023
Q1 		$609K Buy
+18,178
New +$622K 0.13% 105
2022
Q3 		$23.5M Buy
795,058
+715,429
+898% +$23.3M 6.28% 4
2022
Q2 		$2.52M Buy
+79,629
New +$2.65M 1.02% 20

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SC
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Northern Trust
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IFA
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PL
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Creative Planning
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FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return