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Salomon & Ludwin’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Salomon & Ludwin’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 		– Sell
-1,929
Closed -$78.9K – 719
2024
Q4 		$78.9K Hold
1,929
– – 0.01% 199
2024
Q3 		$80.4K Sell
1,929
-1,067
-36% -$43.1K 0.01% 212
2024
Q2 		$118K Hold
2,996
– – 0.01% 176
2024
Q1 		$123K Hold
2,996
– – 0.01% 229
2023
Q4 		$102K Hold
2,996
– – 0.01% 220
2023
Q3 		$102K Buy
+2,996
New +$105K 0.01% 220

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

Salomon & Ludwin's DFUV Position: Q1 2025 in Review

Salomon & Ludwin sold out of Dimensional US Marketwide Value ETF (DFUV) in Q1 2025, closing a stake of 1,929 shares — an estimated $78.9K sold.

Salomon & Ludwin first reported a position in DFUV in Q3 2023 and held it in 6 quarters. The position peaked at $123K in Q1 2024. 670 funds tracked by Wall St. Rank hold DFUV as of Q1 2025.

  • Salomon & Ludwin reported no remaining Dimensional US Marketwide Value ETF position as of Q1 2025 after selling out during the quarter.
  • Salomon & Ludwin sold 1,929 Dimensional US Marketwide Value ETF shares in Q1 2025, an estimated $78.9K.
  • Salomon & Ludwin first reported a position in Dimensional US Marketwide Value ETF in Q3 2023 and held it in 6 quarters.
  • Salomon & Ludwin's Dimensional US Marketwide Value ETF position peaked at $123K in Q1 2024.
  • 670 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2025.

Based on Salomon & Ludwin's 13F filing for Q1 2025, filed 28 Apr 2025.