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My Personal CFO LLC’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

My Personal CFO LLC’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
Q4 		– Sell
-55,093
Closed -$2.46M – 120
2025
Q3 		$2.46M Buy
+55,093
New +$2.4M 0.95% 32
2023
Q1 		– Sell
-270
Closed -$9.04K – 257
2022
Q4 		$9.04K Buy
+270
New +$8.97K 0.01% 280

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

My Personal CFO LLC's DFUV Position: Q4 2025 in Review

My Personal CFO LLC sold out of Dimensional US Marketwide Value ETF (DFUV) in Q4 2025, closing a stake of 55,093 shares — an estimated $2.46M sold.

My Personal CFO LLC first reported a position in DFUV in Q4 2022 and held it in 2 quarters. The position peaked at $2.46M in Q3 2025. 738 funds tracked by Wall St. Rank hold DFUV as of Q4 2025.

  • My Personal CFO LLC reported no remaining Dimensional US Marketwide Value ETF position as of Q4 2025 after selling out during the quarter.
  • My Personal CFO LLC sold 55,093 Dimensional US Marketwide Value ETF shares in Q4 2025, an estimated $2.46M.
  • My Personal CFO LLC first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and held it in 2 quarters.
  • My Personal CFO LLC's Dimensional US Marketwide Value ETF position peaked at $2.46M in Q3 2025.
  • 738 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2025.

Based on My Personal CFO LLC's 13F filing for Q4 2025, filed 15 Jan 2026.