PWM
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PBMares Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

PBMares 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
2025
Q3 		$16M Sell
358,429
-6,033
-2% -$263K 2.6% 11
2025
Q2 		$15.4M Buy
364,462
+4,343
+1% +$174K 2.82% 10
2025
Q1 		$14.8M Sell
360,119
-21,919
-6% -$920K 2.97% 10
2024
Q4 		$15.6M Sell
382,038
-2,200
-0.6% -$93.4K 3.19% 10
2024
Q3 		$16M Buy
384,238
+1,768
+0.5% +$71.5K 3.35% 10
2024
Q2 		$15M Buy
382,470
+1,881
+0.5% +$74.4K 3.69% 7
2024
Q1 		$15.6M Sell
380,589
-289
-0.1% -$11K 4.05% 5
2023
Q4 		$14.2M Buy
380,878
+3,909
+1% +$135K 4.25% 5
2023
Q3 		$12.8M Buy
376,969
+949
+0.3% +$33.2K 4.62% 4
2023
Q2 		$13M Sell
376,020
-5,942
-2% -$199K 4.64% 4
2023
Q1 		$12.8M Sell
381,962
-1,741
-0.5% -$59.6K 4.75% 4
2022
Q4 		$12.8M Buy
383,703
+80
+0% +$2.66K 5.2% 4
2022
Q3 		$11.4M Buy
383,623
+23,103
+6% +$751K 4.95% 4
2022
Q2 		$11.4M Buy
+360,520
New +$12M 4.88% 4

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

PBMares Wealth Management's DFUV Position: Q3 2025 in Review

PBMares Wealth Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.7% in Q3 2025, selling an estimated $263K and leaving 358,429 shares worth $16M. The position accounts for 2.6% of the portfolio, ranked #11.

PBMares Wealth Management first reported a position in DFUV in Q2 2022 and has held it in 14 quarters since. The position peaked at $16M in Q3 2024. 688 funds tracked by Wall St. Rank hold DFUV as of Q3 2025.

  • PBMares Wealth Management held 358,429 shares of Dimensional US Marketwide Value ETF worth $16M as of Q3 2025.
  • PBMares Wealth Management sold 6,033 Dimensional US Marketwide Value ETF shares in Q3 2025, an estimated $263K.
  • Dimensional US Marketwide Value ETF made up 2.6% of PBMares Wealth Management's portfolio in Q3 2025, its #11 holding.
  • PBMares Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 14 quarters since.
  • PBMares Wealth Management's Dimensional US Marketwide Value ETF position peaked at $16M in Q3 2024.
  • 688 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.