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DFUV icon

ORG Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

ORG 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 		$282K Hold
6,060
– – 0.05% 276
2025
Q3 		$271K Hold
6,060
– – 0.05% 290
2025
Q2 		$259K Hold
6,060
– – 0.06% 273
2025
Q1 		$249K Hold
6,060
– – 0.06% 241
2024
Q4 		$248K Buy
+6,060
New +$257K 0.03% 287

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

ORG Partners's DFUV Position: Q4 2025 in Review

ORG Partners held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q4 2025 at 6,060 shares worth $282K. The position accounts for 0.05% of the portfolio, ranked #276.

ORG Partners first reported a position in DFUV in Q4 2024 and has held it in 5 quarters since. 738 funds tracked by Wall St. Rank hold DFUV as of Q4 2025.

  • ORG Partners held 6,060 shares of Dimensional US Marketwide Value ETF worth $282K as of Q4 2025.
  • ORG Partners left its Dimensional US Marketwide Value ETF share count unchanged in Q4 2025.
  • Dimensional US Marketwide Value ETF made up 0.05% of ORG Partners's portfolio in Q4 2025, its #276 holding.
  • ORG Partners first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 5 quarters since.
  • 738 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.