O'Brien Wealth Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

O'Brien Wealth Partners’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	$511K	Buy	+10,960	New	+$497K	0.07%	59

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

O'Brien Wealth Partners's DFUV Position: Q4 2025 in Review

O'Brien Wealth Partners opened a new position in Dimensional US Marketwide Value ETF (DFUV) in Q4 2025: 10,960 shares worth $511K. The stake represents 0.07% of the portfolio and ranks #59 among its holdings.

739 funds tracked by Wall St. Rank hold DFUV as of Q4 2025.

O'Brien Wealth Partners held 10,960 shares of Dimensional US Marketwide Value ETF worth $511K as of Q4 2025.
Dimensional US Marketwide Value ETF was a new O'Brien Wealth Partners position in Q4 2025.
Dimensional US Marketwide Value ETF made up 0.07% of O'Brien Wealth Partners's portfolio in Q4 2025, its #59 holding.
739 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.