Syntegra Private Wealth Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Syntegra Private Wealth Group’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 Q1	–	Sell	-6,274	Closed	-$257K	–	163
2024 Q4	$257K	Buy	6,274 +4	+0.1%	+$170	0.03%	134
2024 Q3	$261K	Buy	6,270 +4	+0.1%	+$162	0.03%	131
2024 Q2	$246K	Buy	6,266 +5	+0.1%	+$198	0.03%	129
2024 Q1	$256K	Sell	6,261 -123	-2%	-$4.7K	0.03%	120
2023 Q4	$238K	Hold	6,384	–	–	0.03%	120
2023 Q3	$217K	Hold	6,384	–	–	0.03%	118
2023 Q2	$220K	Buy	+6,384	New	+$213K	0.03%	128

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Syntegra Private Wealth Group's DFUV Position: Q1 2025 in Review

Syntegra Private Wealth Group sold out of Dimensional US Marketwide Value ETF (DFUV) in Q1 2025, closing a stake of 6,274 shares — an estimated $257K sold.

Syntegra Private Wealth Group first reported a position in DFUV in Q2 2023 and held it in 7 quarters. The position peaked at $261K in Q3 2024. 670 funds tracked by Wall St. Rank hold DFUV as of Q1 2025.

Syntegra Private Wealth Group reported no remaining Dimensional US Marketwide Value ETF position as of Q1 2025 after selling out during the quarter.
Syntegra Private Wealth Group sold 6,274 Dimensional US Marketwide Value ETF shares in Q1 2025, an estimated $257K.
Syntegra Private Wealth Group first reported a position in Dimensional US Marketwide Value ETF in Q2 2023 and held it in 7 quarters.
Syntegra Private Wealth Group's Dimensional US Marketwide Value ETF position peaked at $261K in Q3 2024.
670 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2025.

Based on Syntegra Private Wealth Group's 13F filing for Q1 2025, filed 9 May 2025.