MWG
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Martin Worley Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Martin Worley Group’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 		$3.06M Hold
72,297
– – 1.5% 21
2025
Q1 		$2.98M Sell
72,297
-116
-0.2% -$4.87K 1.7% 20
2024
Q4 		$2.96M Buy
+72,413
New +$3.07M 1.85% 17

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
PL
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Martin Worley Group's DFUV Position: Q2 2025 in Review

Martin Worley Group held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2025 at 72,297 shares worth $3.06M. The position accounts for 1.5% of the portfolio, ranked #21.

Martin Worley Group first reported a position in DFUV in Q4 2024 and has held it in 3 quarters since. 674 funds tracked by Wall St. Rank hold DFUV as of Q2 2025.

  • Martin Worley Group held 72,297 shares of Dimensional US Marketwide Value ETF worth $3.06M as of Q2 2025.
  • Martin Worley Group left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2025.
  • Dimensional US Marketwide Value ETF made up 1.5% of Martin Worley Group's portfolio in Q2 2025, its #21 holding.
  • Martin Worley Group first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 3 quarters since.
  • 674 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.