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Noble Family Wealth’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Noble Family 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
Q3 		– Sell
-11,592
Closed -$490K – 84
2025
Q2 		$490K Buy
+11,592
New +$466K 0.12% 57

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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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Noble Family Wealth's DFUV Position: Q3 2025 in Review

Noble Family Wealth sold out of Dimensional US Marketwide Value ETF (DFUV) in Q3 2025, closing a stake of 11,592 shares — an estimated $490K sold.

Noble Family Wealth first reported a position in DFUV in Q2 2025 and held it in 1 quarter. The position peaked at $490K in Q2 2025. 689 funds tracked by Wall St. Rank hold DFUV as of Q3 2025.

  • Noble Family Wealth reported no remaining Dimensional US Marketwide Value ETF position as of Q3 2025 after selling out during the quarter.
  • Noble Family Wealth sold 11,592 Dimensional US Marketwide Value ETF shares in Q3 2025, an estimated $490K.
  • Noble Family Wealth first reported a position in Dimensional US Marketwide Value ETF in Q2 2025 and held it in 1 quarter.
  • Noble Family Wealth's Dimensional US Marketwide Value ETF position peaked at $490K in Q2 2025.
  • 689 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2025.

Based on Noble Family Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.