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

Wealthstream 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 		$6.86M Sell
153,470
-3,588
-2% -$156K 1.04% 12
2025
Q2 		$6.64M Sell
157,058
-89
-0.1% -$3.57K 1.1% 11
2025
Q1 		$6.48M Sell
157,147
-2,147
-1% -$90.1K 1.21% 10
2024
Q4 		$6.52M Sell
159,294
-8,565
-5% -$364K 1.2% 10
2024
Q3 		$7M Sell
167,859
-120
-0.1% -$4.85K 1.27% 11
2024
Q2 		$6.6M Sell
167,979
-4,152
-2% -$164K 2.41% 9
2024
Q1 		$7.04M Sell
172,131
-341
-0.2% -$13K 2.67% 8
2023
Q4 		$6.42M Sell
172,472
-5,799
-3% -$200K 2.65% 8
2023
Q3 		$6.06M Sell
178,271
-6,443
-3% -$226K 3.13% 7
2023
Q2 		$6.37M Sell
184,714
-1,021
-0.5% -$34.1K 3.34% 7
2023
Q1 		$6.22M Sell
185,735
-1,990
-1% -$68.1K 3.71% 7
2022
Q4 		$6.29M Buy
187,725
+5,647
+3% +$188K 4.1% 7
2022
Q3 		$5.39M Hold
182,078
– – 5.79% 4
2022
Q2 		$5.75M Buy
+182,078
New +$6.06M 5.81% 4

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $2.22B 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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Wealthstream Advisors's DFUV Position: Q3 2025 in Review

Wealthstream Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 2.3% in Q3 2025, selling an estimated $156K and leaving 153,470 shares worth $6.86M. The position accounts for 1.04% of the portfolio, ranked #12.

Wealthstream Advisors first reported a position in DFUV in Q2 2022 and has held it in 14 quarters since. The position peaked at $7.04M in Q1 2024. 688 funds tracked by Wall St. Rank hold DFUV as of Q3 2025.

  • Wealthstream Advisors held 153,470 shares of Dimensional US Marketwide Value ETF worth $6.86M as of Q3 2025.
  • Wealthstream Advisors sold 3,588 Dimensional US Marketwide Value ETF shares in Q3 2025, an estimated $156K.
  • Dimensional US Marketwide Value ETF made up 1.04% of Wealthstream Advisors's portfolio in Q3 2025, its #12 holding.
  • Wealthstream Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 14 quarters since.
  • Wealthstream Advisors's Dimensional US Marketwide Value ETF position peaked at $7.04M in Q1 2024.
  • 688 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.