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Studio Investment Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Studio Investment Management’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
-139
Closed -$5.73K – 205
2025
Q1 		$5.73K Sell
139
-117
-46% -$4.91K ﹤0.01% 271
2024
Q4 		$10.5K Hold
256
– – ﹤0.01% 250
2024
Q3 		$10.7K Hold
256
– – ﹤0.01% 241
2024
Q2 		$10.1K Sell
256
-969
-79% -$38.3K ﹤0.01% 241
2024
Q1 		$50.1K Buy
+1,225
New +$46.8K 0.01% 183

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
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

Studio Investment Management's DFUV Position: Q2 2025 in Review

Studio Investment Management sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2025, closing a stake of 139 shares — an estimated $5.73K sold.

Studio Investment Management first reported a position in DFUV in Q1 2024 and held it in 5 quarters. The position peaked at $50.1K in Q1 2024. 675 funds tracked by Wall St. Rank hold DFUV as of Q2 2025.

  • Studio Investment Management reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2025 after selling out during the quarter.
  • Studio Investment Management sold 139 Dimensional US Marketwide Value ETF shares in Q2 2025, an estimated $5.73K.
  • Studio Investment Management first reported a position in Dimensional US Marketwide Value ETF in Q1 2024 and held it in 5 quarters.
  • Studio Investment Management's Dimensional US Marketwide Value ETF position peaked at $50.1K in Q1 2024.
  • 675 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2025.

Based on Studio Investment Management's 13F filing for Q2 2025, filed 30 Jul 2025.