SC
DFUV icon

SouthState Corp’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

SouthState Corp’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
-3,813
Closed -$161K – 1398
2025
Q2 		$161K Sell
3,813
-612
-14% -$24.6K 0.01% 363
2025
Q1 		$182K Buy
+4,425
New +$186K 0.01% 350

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Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PL
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
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

SouthState Corp's DFUV Position: Q3 2025 in Review

SouthState Corp sold out of Dimensional US Marketwide Value ETF (DFUV) in Q3 2025, closing a stake of 3,813 shares — an estimated $161K sold.

SouthState Corp first reported a position in DFUV in Q1 2025 and held it in 2 quarters. The position peaked at $182K in Q1 2025. 690 funds tracked by Wall St. Rank hold DFUV as of Q3 2025.

  • SouthState Corp reported no remaining Dimensional US Marketwide Value ETF position as of Q3 2025 after selling out during the quarter.
  • SouthState Corp sold 3,813 Dimensional US Marketwide Value ETF shares in Q3 2025, an estimated $161K.
  • SouthState Corp first reported a position in Dimensional US Marketwide Value ETF in Q1 2025 and held it in 2 quarters.
  • SouthState Corp's Dimensional US Marketwide Value ETF position peaked at $182K in Q1 2025.
  • 690 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2025.

Based on SouthState Corp's 13F filing for Q3 2025, filed 5 Nov 2025.