SWA
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Stratos Wealth Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Stratos Wealth Advisors’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
Q2 		– Sell
-10,000
Closed -$412K – 677
2025
Q1 		$412K Hold
10,000
– – 0.02% 485
2024
Q4 		$409K Hold
10,000
– – 0.02% 520
2024
Q3 		$417K Hold
10,000
– – 0.02% 539
2024
Q2 		$393K Buy
+10,000
New +$396K 0.02% 522

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $2.22B 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

Stratos Wealth Advisors's DFUV Position: Q2 2025 in Review

Stratos Wealth Advisors sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2025, closing a stake of 10,000 shares — an estimated $412K sold.

Stratos Wealth Advisors first reported a position in DFUV in Q2 2024 and held it in 4 quarters. The position peaked at $417K in Q3 2024. 674 funds tracked by Wall St. Rank hold DFUV as of Q2 2025.

  • Stratos Wealth Advisors reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 10,000 Dimensional US Marketwide Value ETF shares in Q2 2025, an estimated $412K.
  • Stratos Wealth Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2024 and held it in 4 quarters.
  • Stratos Wealth Advisors's Dimensional US Marketwide Value ETF position peaked at $417K in Q3 2024.
  • 674 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2025.

Based on Stratos Wealth Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.