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

Tortoise 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 Q4	–	Sell	-540	Closed	-$24.1K	–	540
2025 Q3	$24.1K	Hold	540	–	–	﹤0.01%	487
2025 Q2	$22.8K	Sell	540 -1,608	-75%	-$64.6K	﹤0.01%	486
2025 Q1	$88.5K	Hold	2,148	–	–	0.01%	306
2024 Q4	$87.9K	Hold	2,148	–	–	0.01%	328
2024 Q3	$89.5K	Hold	2,148	–	–	0.01%	327
2024 Q2	$84.4K	Hold	2,148	–	–	0.01%	324
2024 Q1	$87.9K	Buy	2,148 +540	+34%	+$20.6K	0.01%	311
2023 Q4	$59.9K	Hold	1,608	–	–	0.01%	339
2023 Q3	$54.7K	Hold	1,608	–	–	0.01%	335
2023 Q2	$55.5K	Hold	1,608	–	–	0.01%	339
2023 Q1	$53.8K	Hold	1,608	–	–	0.01%	327
2022 Q4	$53.8K	Hold	1,608	–	–	0.01%	324
2022 Q3	$48K	Hold	1,608	–	–	0.01%	317
2022 Q2	$51K	Buy	+1,608	New	+$53.5K	0.01%	299

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Tortoise Investment Management's DFUV Position: Q4 2025 in Review

Tortoise Investment Management sold out of Dimensional US Marketwide Value ETF (DFUV) in Q4 2025, closing a stake of 540 shares — an estimated $24.1K sold.

Tortoise Investment Management first reported a position in DFUV in Q2 2022 and held it in 14 quarters. The position peaked at $89.5K in Q3 2024. 739 funds tracked by Wall St. Rank hold DFUV as of Q4 2025.

Tortoise Investment Management reported no remaining Dimensional US Marketwide Value ETF position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 540 Dimensional US Marketwide Value ETF shares in Q4 2025, an estimated $24.1K.
Tortoise Investment Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and held it in 14 quarters.
Tortoise Investment Management's Dimensional US Marketwide Value ETF position peaked at $89.5K in Q3 2024.
739 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.