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Private Wealth Asset Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Private Wealth Asset 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
Q2 		– Sell
-22,521
Closed -$928K – 1136
2025
Q1 		$928K Buy
+22,521
New +$945K 0.13% 110

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SC
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Focus Partners Wealth
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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

Private Wealth Asset Management's DFUV Position: Q2 2025 in Review

Private Wealth Asset Management sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2025, closing a stake of 22,521 shares — an estimated $928K sold.

Private Wealth Asset Management first reported a position in DFUV in Q1 2025 and held it in 1 quarter. The position peaked at $928K in Q1 2025. 674 funds tracked by Wall St. Rank hold DFUV as of Q2 2025.

  • Private Wealth Asset Management reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 22,521 Dimensional US Marketwide Value ETF shares in Q2 2025, an estimated $928K.
  • Private Wealth Asset Management first reported a position in Dimensional US Marketwide Value ETF in Q1 2025 and held it in 1 quarter.
  • Private Wealth Asset Management's Dimensional US Marketwide Value ETF position peaked at $928K in Q1 2025.
  • 674 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2025.

Based on Private Wealth Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.