S.A. Mason’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

S.A. Mason’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	–	Sell	-603	Closed	-$25.5K	–	278
2025 Q2	$25.5K	Hold	603	–	–	0.01%	325
2025 Q1	$24.9K	Hold	603	–	–	0.01%	311
2024 Q4	$24.7K	Hold	603	–	–	0.01%	304
2024 Q3	$25.1K	Hold	603	–	–	0.01%	295
2024 Q2	$23.7K	Hold	603	–	–	0.01%	288
2024 Q1	$24.7K	Buy	+603	New	+$23K	0.01%	280

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

S.A. Mason's DFUV Position: Q3 2025 in Review

S.A. Mason sold out of Dimensional US Marketwide Value ETF (DFUV) in Q3 2025, closing a stake of 603 shares — an estimated $25.5K sold.

S.A. Mason first reported a position in DFUV in Q1 2024 and held it in 6 quarters. The position peaked at $25.5K in Q2 2025. 689 funds tracked by Wall St. Rank hold DFUV as of Q3 2025.

S.A. Mason reported no remaining Dimensional US Marketwide Value ETF position as of Q3 2025 after selling out during the quarter.
S.A. Mason sold 603 Dimensional US Marketwide Value ETF shares in Q3 2025, an estimated $25.5K.
S.A. Mason first reported a position in Dimensional US Marketwide Value ETF in Q1 2024 and held it in 6 quarters.
S.A. Mason's Dimensional US Marketwide Value ETF position peaked at $25.5K in Q2 2025.
689 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2025.

Based on S.A. Mason's 13F filing for Q3 2025, filed 14 Oct 2025.