SteelPeak Wealth’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

SteelPeak Wealth’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 Q4	–	Sell	-9,582	Closed	-$428K	–	561
2025 Q3	$428K	Sell	9,582 -69	-0.7%	-$3K	0.01%	411
2025 Q2	$408K	Hold	9,651	–	–	0.02%	381
2025 Q1	$398K	Hold	9,651	–	–	0.02%	378
2024 Q4	$395K	Hold	9,651	–	–	0.02%	369
2024 Q3	$402K	Hold	9,651	–	–	0.02%	348
2024 Q2	$379K	Hold	9,651	–	–	0.02%	350
2024 Q1	$395K	Hold	9,651	–	–	0.02%	326
2023 Q4	$359K	Hold	9,651	–	–	0.02%	315
2023 Q3	$328K	Hold	9,651	–	–	0.02%	318
2023 Q2	$333K	Buy	+9,651	New	+$322K	0.02%	311

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

IFA

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

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

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

FPAS

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

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

SteelPeak Wealth's DFUV Position: Q4 2025 in Review

SteelPeak Wealth sold out of Dimensional US Marketwide Value ETF (DFUV) in Q4 2025, closing a stake of 9,582 shares — an estimated $428K sold.

SteelPeak Wealth first reported a position in DFUV in Q2 2023 and held it in 10 quarters. The position peaked at $428K in Q3 2025. 740 funds tracked by Wall St. Rank hold DFUV as of Q4 2025.

SteelPeak Wealth reported no remaining Dimensional US Marketwide Value ETF position as of Q4 2025 after selling out during the quarter.
SteelPeak Wealth sold 9,582 Dimensional US Marketwide Value ETF shares in Q4 2025, an estimated $428K.
SteelPeak Wealth first reported a position in Dimensional US Marketwide Value ETF in Q2 2023 and held it in 10 quarters.
SteelPeak Wealth's Dimensional US Marketwide Value ETF position peaked at $428K in Q3 2025.
740 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2025.

Based on SteelPeak Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.