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

Monterey Private 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 		$633K Buy
15,371
+49
+0.3% +$2.06K 0.19% 53
2024
Q4 		$627K Sell
15,322
-368
-2% -$15.6K 0.21% 51
2024
Q3 		$654K Buy
15,690
+50
+0.3% +$2.02K 0.22% 52
2024
Q2 		$614K Buy
15,640
+54
+0.3% +$2.14K 0.23% 53
2024
Q1 		$637K Buy
15,586
+43
+0.3% +$1.64K 0.26% 52
2023
Q4 		$579K Buy
15,543
+46
+0.3% +$1.58K 0.26% 50
2023
Q3 		$527K Buy
15,497
+60
+0.4% +$2.1K 0.27% 47
2023
Q2 		$533K Buy
15,437
+60
+0.4% +$2K 0.26% 48
2023
Q1 		$515K Buy
15,377
+53
+0.3% +$1.81K 0.26% 50
2022
Q4 		$513K Buy
15,324
+46
+0.3% +$1.53K 0.28% 48
2022
Q3 		$458K Buy
+15,278
New +$497K 0.27% 49

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Northern Trust
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Monterey Private Wealth's DFUV Position: Q1 2025 in Review

Monterey Private Wealth increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.32% in Q1 2025, buying an estimated $2.06K and bringing the position to 15,371 shares worth $633K. The position accounts for 0.19% of the portfolio, ranked #53.

Monterey Private Wealth first reported a position in DFUV in Q3 2022 and has held it in 11 quarters since. The position peaked at $654K in Q3 2024. 670 funds tracked by Wall St. Rank hold DFUV as of Q1 2025.

  • Monterey Private Wealth held 15,371 shares of Dimensional US Marketwide Value ETF worth $633K as of Q1 2025.
  • Monterey Private Wealth bought 49 Dimensional US Marketwide Value ETF shares in Q1 2025, an estimated $2.06K.
  • Dimensional US Marketwide Value ETF made up 0.19% of Monterey Private Wealth's portfolio in Q1 2025, its #53 holding.
  • Monterey Private Wealth first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and has held it in 11 quarters since.
  • Monterey Private Wealth's Dimensional US Marketwide Value ETF position peaked at $654K in Q3 2024.
  • 670 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.