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

Revisor 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
2024 Q4	–	Sell	-7,029	Closed	-$293K	–	132
2024 Q3	$293K	Hold	7,029	–	–	0.18%	130
2024 Q2	$276K	Sell	7,029 -17,207	-71%	-$681K	0.19%	123
2024 Q1	$947K	Buy	24,236 +14,407	+147%	+$550K	0.43%	49
2023 Q4	$366K	Sell	9,829 -8,348	-46%	-$287K	0.42%	53
2023 Q3	$618K	Buy	18,177 +2,221	+14%	+$77.8K	0.53%	41
2023 Q2	$550K	Hold	15,956	–	–	0.49%	47
2023 Q1	$534K	Buy	+15,956	New	+$546K	0.49%	48

Other funds holding DFUV

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Revisor Wealth Management's DFUV Position: Q4 2024 in Review

Revisor Wealth Management sold out of Dimensional US Marketwide Value ETF (DFUV) in Q4 2024, closing a stake of 7,029 shares — an estimated $293K sold.

Revisor Wealth Management first reported a position in DFUV in Q1 2023 and held it in 7 quarters. The position peaked at $947K in Q1 2024. 668 funds tracked by Wall St. Rank hold DFUV as of Q4 2024.

Revisor Wealth Management reported no remaining Dimensional US Marketwide Value ETF position as of Q4 2024 after selling out during the quarter.
Revisor Wealth Management sold 7,029 Dimensional US Marketwide Value ETF shares in Q4 2024, an estimated $293K.
Revisor Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q1 2023 and held it in 7 quarters.
Revisor Wealth Management's Dimensional US Marketwide Value ETF position peaked at $947K in Q1 2024.
668 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2024.

Based on Revisor Wealth Management's 13F filing for Q4 2024, filed 20 Feb 2025.