SF
DFUV icon

Safeguard Financial’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Safeguard Financial’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
Q1 		$233K Sell
5,653
-7,756
-58% -$326K 0.05% 96
2024
Q4 		$549K Buy
13,409
+7,321
+120% +$311K 0.12% 62
2024
Q3 		$254K Buy
+6,088
New +$246K 0.06% 102

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Safeguard Financial's DFUV Position: Q1 2025 in Review

Safeguard Financial reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 58% in Q1 2025, selling an estimated $326K and leaving 5,653 shares worth $233K. The position accounts for 0.05% of the portfolio, ranked #96.

Safeguard Financial first reported a position in DFUV in Q3 2024 and has held it in 3 quarters since. The position peaked at $549K in Q4 2024. 670 funds tracked by Wall St. Rank hold DFUV as of Q1 2025.

  • Safeguard Financial held 5,653 shares of Dimensional US Marketwide Value ETF worth $233K as of Q1 2025.
  • Safeguard Financial sold 7,756 Dimensional US Marketwide Value ETF shares in Q1 2025, an estimated $326K.
  • Dimensional US Marketwide Value ETF made up 0.05% of Safeguard Financial's portfolio in Q1 2025, its #96 holding.
  • Safeguard Financial first reported a position in Dimensional US Marketwide Value ETF in Q3 2024 and has held it in 3 quarters since.
  • Safeguard Financial's Dimensional US Marketwide Value ETF position peaked at $549K in Q4 2024.
  • 670 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.