Lindbrook Capital’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Lindbrook Capital’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 Q1	$47.1K	Hold	1,144	–	–	﹤0.01%	1041
2024 Q4	$46.8K	Hold	1,144	–	–	﹤0.01%	844
2024 Q3	$47.7K	Hold	1,144	–	–	﹤0.01%	844
2024 Q2	$44.9K	Hold	1,144	–	–	﹤0.01%	843
2024 Q1	$46.8K	Hold	1,144	–	–	﹤0.01%	797
2023 Q4	$42.6K	Hold	1,144	–	–	﹤0.01%	818
2023 Q3	$38.9K	Hold	1,144	–	–	﹤0.01%	773
2023 Q2	$39.5K	Hold	1,144	–	–	﹤0.01%	790
2023 Q1	$38.3K	Hold	1,144	–	–	﹤0.01%	796
2022 Q4	$38.3K	Hold	1,144	–	–	﹤0.01%	791
2022 Q3	$34K	Hold	1,144	–	–	0.01%	777
2022 Q2	$36K	Buy	+1,144	New	+$38.1K	0.01%	773

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Lindbrook Capital's DFUV Position: Q1 2025 in Review

Lindbrook Capital held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q1 2025 at 1,144 shares worth $47.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1041.

Lindbrook Capital first reported a position in DFUV in Q2 2022 and has held it in 12 quarters since. The position peaked at $47.7K in Q3 2024. 670 funds tracked by Wall St. Rank hold DFUV as of Q1 2025.

Lindbrook Capital held 1,144 shares of Dimensional US Marketwide Value ETF worth $47.1K as of Q1 2025.
Lindbrook Capital left its Dimensional US Marketwide Value ETF share count unchanged in Q1 2025.
Dimensional US Marketwide Value ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1041 holding.
Lindbrook Capital first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 12 quarters since.
Lindbrook Capital's Dimensional US Marketwide Value ETF position peaked at $47.7K in Q3 2024.
670 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.