Yeomans Consulting Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Yeomans Consulting Group’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	$5.22M	Buy	112,065 +2,901	+3%	+$132K	1.53%	17
2025 Q3	$4.88M	Buy	109,164 +2,895	+3%	+$126K	1.69%	16
2025 Q2	$4.55M	Buy	106,269 +3,980	+4%	+$160K	1.88%	18
2025 Q1	$4.22M	Buy	102,289 +3,121	+3%	+$131K	1.63%	16
2024 Q4	$4.06M	Sell	99,168 -822	-0.8%	-$34.9K	1.52%	15
2024 Q3	$4.17M	Sell	99,990 -224	-0.2%	-$9.05K	1.56%	15
2024 Q2	$3.94M	Buy	100,214 +499	+0.5%	+$19.7K	1.52%	14
2024 Q1	$4.08M	Sell	99,715 -109	-0.1%	-$4.16K	1.79%	14
2023 Q4	$3.72M	Buy	+99,824	New	+$3.44M	1.85%	13

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Yeomans Consulting Group's DFUV Position: Q4 2025 in Review

Yeomans Consulting Group increased its Dimensional US Marketwide Value ETF (DFUV) stake by 2.7% in Q4 2025, buying an estimated $132K and bringing the position to 112,065 shares worth $5.22M. The position accounts for 1.53% of the portfolio, ranked #17.

Yeomans Consulting Group first reported a position in DFUV in Q4 2023 and has held it in 9 quarters since. 738 funds tracked by Wall St. Rank hold DFUV as of Q4 2025.

Yeomans Consulting Group held 112,065 shares of Dimensional US Marketwide Value ETF worth $5.22M as of Q4 2025.
Yeomans Consulting Group bought 2,901 Dimensional US Marketwide Value ETF shares in Q4 2025, an estimated $132K.
Dimensional US Marketwide Value ETF made up 1.53% of Yeomans Consulting Group's portfolio in Q4 2025, its #17 holding.
Yeomans Consulting Group first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 9 quarters since.
738 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.