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

Marcum Wealth’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	$1.46M	Buy	35,500 +124	+0.4%	+$5.21K	0.13%	82
2024 Q4	$1.45M	Buy	35,376 +132	+0.4%	+$5.6K	0.13%	83
2024 Q3	$1.47M	Buy	35,244 +130	+0.4%	+$5.25K	0.14%	78
2024 Q2	$1.38M	Buy	35,114 +137	+0.4%	+$5.42K	0.14%	81
2024 Q1	$1.43M	Buy	34,977 +110	+0.3%	+$4.2K	0.15%	78
2023 Q4	$1.3M	Buy	34,867 +117	+0.3%	+$4.03K	0.14%	80
2023 Q3	$1.18M	Sell	34,750 -82	-0.2%	-$2.87K	0.14%	83
2023 Q2	$1.2M	Buy	34,832 +152	+0.4%	+$5.08K	0.14%	80
2023 Q1	$1.16M	Buy	34,680 +137	+0.4%	+$4.69K	0.14%	80
2022 Q4	$1.16M	Sell	34,543 -140	-0.4%	-$4.65K	0.15%	74
2022 Q3	$1.03M	Buy	34,683 +33	+0.1%	+$1.07K	0.16%	78
2022 Q2	$1.09M	Buy	+34,650	New	+$1.15M	0.16%	81

Other funds holding DFUV

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $94.2B AUM 21.24% 1-Year Est. Return

Marcum Wealth's DFUV Position: Q1 2025 in Review

Marcum Wealth increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.35% in Q1 2025, buying an estimated $5.21K and bringing the position to 35,500 shares worth $1.46M. The position accounts for 0.13% of the portfolio, ranked #82.

Marcum Wealth first reported a position in DFUV in Q2 2022 and has held it in 12 quarters since. The position peaked at $1.47M in Q3 2024. 670 funds tracked by Wall St. Rank hold DFUV as of Q1 2025.

Marcum Wealth held 35,500 shares of Dimensional US Marketwide Value ETF worth $1.46M as of Q1 2025.
Marcum Wealth bought 124 Dimensional US Marketwide Value ETF shares in Q1 2025, an estimated $5.21K.
Dimensional US Marketwide Value ETF made up 0.13% of Marcum Wealth's portfolio in Q1 2025, its #82 holding.
Marcum Wealth first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 12 quarters since.
Marcum Wealth's Dimensional US Marketwide Value ETF position peaked at $1.47M in Q3 2024.
670 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.