TFO
DFUV icon

Timonier Family Office’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Timonier Family Office’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 		$35.7M Sell
765,891
-22,879
-3% -$1.04M 11.32% 3
2025
Q3 		$35.3M Buy
788,770
+35,546
+5% +$1.55M 11.55% 2
2025
Q2 		$31.8M Buy
753,224
+29,047
+4% +$1.17M 11.91% 2
2025
Q1 		$29.8M Buy
724,177
+63,569
+10% +$2.67M 13.2% 1
2024
Q4 		$27M Buy
+660,608
New +$28M 13.87% 1

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Timonier Family Office's DFUV Position: Q4 2025 in Review

Timonier Family Office reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 2.9% in Q4 2025, selling an estimated $1.04M and leaving 765,891 shares worth $35.7M. The position accounts for 11.32% of the portfolio, ranked #3.

Timonier Family Office first reported a position in DFUV in Q4 2024 and has held it in 5 quarters since. 738 funds tracked by Wall St. Rank hold DFUV as of Q4 2025.

  • Timonier Family Office held 765,891 shares of Dimensional US Marketwide Value ETF worth $35.7M as of Q4 2025.
  • Timonier Family Office sold 22,879 Dimensional US Marketwide Value ETF shares in Q4 2025, an estimated $1.04M.
  • Dimensional US Marketwide Value ETF made up 11.32% of Timonier Family Office's portfolio in Q4 2025, its #3 holding.
  • Timonier Family Office first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 5 quarters since.
  • 738 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2025.

Based on Timonier Family Office's 13F filing for Q4 2025, filed 4 Feb 2026.