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Mission Hills Financial Advisory’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Mission Hills Financial Advisory’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 		– Sell
-7,149
Closed -$295K – 46
2025
Q1 		$295K Hold
7,149
– – 0.2% 30
2024
Q4 		$293K Hold
7,149
– – 0.23% 29
2024
Q3 		$310K Buy
+7,149
New +$289K 0.26% 29

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SC
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Corient Private Wealth
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Northern Trust
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PL
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IFA
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Creative Planning
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HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Mission Hills Financial Advisory's DFUV Position: Q2 2025 in Review

Mission Hills Financial Advisory sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2025, closing a stake of 7,149 shares — an estimated $295K sold.

Mission Hills Financial Advisory first reported a position in DFUV in Q3 2024 and held it in 3 quarters. The position peaked at $310K in Q3 2024. 674 funds tracked by Wall St. Rank hold DFUV as of Q2 2025.

  • Mission Hills Financial Advisory reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2025 after selling out during the quarter.
  • Mission Hills Financial Advisory sold 7,149 Dimensional US Marketwide Value ETF shares in Q2 2025, an estimated $295K.
  • Mission Hills Financial Advisory first reported a position in Dimensional US Marketwide Value ETF in Q3 2024 and held it in 3 quarters.
  • Mission Hills Financial Advisory's Dimensional US Marketwide Value ETF position peaked at $310K in Q3 2024.
  • 674 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2025.

Based on Mission Hills Financial Advisory's 13F filing for Q2 2025, filed 28 Jul 2025.