LWM
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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

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

Liberty Wealth Management's DFUV Position: Q4 2025 in Review

Liberty Wealth Management sold out of Dimensional US Marketwide Value ETF (DFUV) in Q4 2025, closing a stake of 10,787 shares — an estimated $482K sold.

Liberty Wealth Management first reported a position in DFUV in Q2 2022 and held it in 13 quarters. The position peaked at $23.5M in Q3 2022. 739 funds tracked by Wall St. Rank hold DFUV as of Q4 2025.

  • Liberty Wealth Management reported no remaining Dimensional US Marketwide Value ETF position as of Q4 2025 after selling out during the quarter.
  • Liberty Wealth Management sold 10,787 Dimensional US Marketwide Value ETF shares in Q4 2025, an estimated $482K.
  • Liberty Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and held it in 13 quarters.
  • Liberty Wealth Management's Dimensional US Marketwide Value ETF position peaked at $23.5M in Q3 2022.
  • 739 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2025.

Based on Liberty Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.