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

PrairieView 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 Q2	$122K	Sell	2,902 -42	-1%	-$1.69K	0.01%	152
2025 Q1	$121K	Hold	2,944	–	–	0.01%	147
2024 Q4	$120K	Buy	2,944 +244	+9%	+$10.4K	0.01%	148
2024 Q3	$112K	Hold	2,700	–	–	0.01%	149
2024 Q2	$106K	Buy	2,700 +27	+1%	+$1.07K	0.01%	158
2024 Q1	$110K	Hold	2,673	–	–	0.01%	137
2023 Q4	$99K	Hold	2,673	–	–	0.01%	136
2023 Q3	$90K	Hold	2,673	–	–	0.01%	137
2023 Q2	$92K	Hold	2,673	–	–	0.01%	157
2023 Q1	$89K	Sell	2,673 -217	-8%	-$7.43K	0.01%	145
2022 Q4	$96K	Sell	2,890 -1,211	-30%	-$40.2K	0.01%	138
2022 Q3	$121K	Hold	4,101	–	–	0.02%	121
2022 Q2	$130K	Buy	+4,101	New	+$136K	0.02%	122

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PrairieView Partners's DFUV Position: Q2 2025 in Review

PrairieView Partners reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.4% in Q2 2025, selling an estimated $1.69K and leaving 2,902 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #152.

PrairieView Partners first reported a position in DFUV in Q2 2022 and has held it in 13 quarters since. The position peaked at $130K in Q2 2022. 674 funds tracked by Wall St. Rank hold DFUV as of Q2 2025.

PrairieView Partners held 2,902 shares of Dimensional US Marketwide Value ETF worth $122K as of Q2 2025.
PrairieView Partners sold 42 Dimensional US Marketwide Value ETF shares in Q2 2025, an estimated $1.69K.
Dimensional US Marketwide Value ETF made up 0.01% of PrairieView Partners's portfolio in Q2 2025, its #152 holding.
PrairieView Partners first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 13 quarters since.
PrairieView Partners's Dimensional US Marketwide Value ETF position peaked at $130K in Q2 2022.
674 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.