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Thurston Springer Miller Herd & Titak’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Thurston Springer Miller Herd & Titak’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
-950
Closed -$38.9K – 1706
2024
Q4 		$38.9K Hold
950
– – 0.01% 587
2024
Q3 		$39.6K Hold
950
– – 0.01% 625
2024
Q2 		$37.3K Buy
+950
New +$37.6K 0.01% 629

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

Thurston Springer Miller Herd & Titak's DFUV Position: Q1 2025 in Review

Thurston Springer Miller Herd & Titak sold out of Dimensional US Marketwide Value ETF (DFUV) in Q1 2025, closing a stake of 950 shares — an estimated $38.9K sold.

Thurston Springer Miller Herd & Titak first reported a position in DFUV in Q2 2024 and held it in 3 quarters. The position peaked at $39.6K in Q3 2024. 670 funds tracked by Wall St. Rank hold DFUV as of Q1 2025.

  • Thurston Springer Miller Herd & Titak reported no remaining Dimensional US Marketwide Value ETF position as of Q1 2025 after selling out during the quarter.
  • Thurston Springer Miller Herd & Titak sold 950 Dimensional US Marketwide Value ETF shares in Q1 2025, an estimated $38.9K.
  • Thurston Springer Miller Herd & Titak first reported a position in Dimensional US Marketwide Value ETF in Q2 2024 and held it in 3 quarters.
  • Thurston Springer Miller Herd & Titak's Dimensional US Marketwide Value ETF position peaked at $39.6K in Q3 2024.
  • 670 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q1 2025, filed 10 Apr 2025.