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Transcend Capital Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Transcend Capital Advisors’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
Q3 		– Sell
-5,963
Closed -$252K – 705
2025
Q2 		$252K Hold
5,963
– – 0.02% 514
2025
Q1 		$246K Hold
5,963
– – 0.02% 519
2024
Q4 		$244K Sell
5,963
-5,962
-50% -$253K 0.02% 486
2024
Q3 		$497K Hold
11,925
– – 0.03% 394
2024
Q2 		$468K Buy
+11,925
New +$472K 0.03% 376

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Transcend Capital Advisors's DFUV Position: Q3 2025 in Review

Transcend Capital Advisors sold out of Dimensional US Marketwide Value ETF (DFUV) in Q3 2025, closing a stake of 5,963 shares — an estimated $252K sold.

Transcend Capital Advisors first reported a position in DFUV in Q2 2024 and held it in 5 quarters. The position peaked at $497K in Q3 2024. 690 funds tracked by Wall St. Rank hold DFUV as of Q3 2025.

  • Transcend Capital Advisors reported no remaining Dimensional US Marketwide Value ETF position as of Q3 2025 after selling out during the quarter.
  • Transcend Capital Advisors sold 5,963 Dimensional US Marketwide Value ETF shares in Q3 2025, an estimated $252K.
  • Transcend Capital Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2024 and held it in 5 quarters.
  • Transcend Capital Advisors's Dimensional US Marketwide Value ETF position peaked at $497K in Q3 2024.
  • 690 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2025.

Based on Transcend Capital Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.