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Mowery & Schoenfeld Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Mowery & Schoenfeld Wealth Management’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
2024
Q4 		– Sell
-7,992
Closed -$333K – 495
2024
Q3 		$333K Hold
7,992
– – 0.53% 29
2024
Q2 		$314K Buy
7,992
+3,902
+95% +$154K 0.45% 30
2024
Q1 		$167K Sell
4,090
-1,568
-28% -$59.9K 0.32% 34
2023
Q4 		$211K Buy
+5,658
New +$195K 0.43% 35

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SC
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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
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's DFUV Position: Q4 2024 in Review

Mowery & Schoenfeld Wealth Management sold out of Dimensional US Marketwide Value ETF (DFUV) in Q4 2024, closing a stake of 7,992 shares — an estimated $333K sold.

Mowery & Schoenfeld Wealth Management first reported a position in DFUV in Q4 2023 and held it in 4 quarters. The position peaked at $333K in Q3 2024. 668 funds tracked by Wall St. Rank hold DFUV as of Q4 2024.

  • Mowery & Schoenfeld Wealth Management reported no remaining Dimensional US Marketwide Value ETF position as of Q4 2024 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 7,992 Dimensional US Marketwide Value ETF shares in Q4 2024, an estimated $333K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and held it in 4 quarters.
  • Mowery & Schoenfeld Wealth Management's Dimensional US Marketwide Value ETF position peaked at $333K in Q3 2024.
  • 668 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2024.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.