SN
DFUV icon

Sittner & Nelson’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Sittner & Nelson’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
2026
Q1 		$179K Hold
3,698
– – 0.07% 175
2025
Q4 		$187K Hold
3,698
– – 0.07% 169
2025
Q3 		$165K Hold
3,698
– – 0.06% 162
2025
Q2 		$156K Sell
3,698
-813
-18% -$32.6K 0.06% 161
2025
Q1 		$186K Buy
4,511
+1,946
+76% +$81.7K 0.08% 147
2024
Q4 		$105K Hold
2,565
– – 0.05% 171
2024
Q3 		$107K Hold
2,565
– – 0.05% 173
2024
Q2 		$101K Hold
2,565
– – 0.05% 160
2024
Q1 		$105K Hold
2,565
– – 0.05% 157
2023
Q4 		$95.5K Hold
2,565
– – 0.05% 159
2023
Q3 		$87.3K Hold
2,565
– – 0.05% 154
2023
Q2 		$88.5K Hold
2,565
– – 0.05% 157
2023
Q1 		$85.9K Hold
2,565
– – 0.05% 171
2022
Q4 		$85.9K Hold
2,565
– – 0.05% 177
2022
Q3 		$76K Hold
2,565
– – 0.05% 175
2022
Q2 		$81K Buy
+2,565
New +$85.4K 0.05% 170

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $3.52B AUM 22.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return