1900 Wealth Management
DFUV icon

1900 Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

1900 Wealth 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
2026
Q3 		$27.2M Sell
494,085
-3,148
-0.6% -$177K 1.47% 12
2026
Q2 		$27.4M Sell
497,233
-11,017
-2% -$578K 1.52% 12
2026
Q1 		$24.6M Sell
508,250
-5,186
-1% -$254K 1.58% 12
2025
Q4 		$23.9M Sell
513,436
-7,202
-1% -$327K 1.53% 12
2025
Q3 		$23.3M Sell
520,638
-8,496
-2% -$370K 1.58% 12
2025
Q2 		$22.4M Sell
529,134
-13,428
-2% -$539K 1.69% 12
2025
Q1 		$22.4M Sell
542,562
-8,982
-2% -$377K 1.86% 12
2024
Q4 		$22.6M Sell
551,544
-14,512
-3% -$616K 1.89% 10
2024
Q3 		$23.6M Sell
566,056
-4,356
-0.8% -$176K 2.02% 10
2024
Q2 		$22.4M Sell
570,412
-14,343
-2% -$567K 2.1% 10
2024
Q1 		$23.9M Sell
584,755
-5,105
-0.9% -$195K 2.18% 9
2023
Q4 		$22M Sell
589,860
-25,559
-4% -$880K 2.02% 10
2023
Q3 		$20.9M Buy
615,419
+5,867
+1% +$206K 2.09% 10
2023
Q2 		$21M Sell
609,552
-98,387
-14% -$3.29M 2.16% 11
2023
Q1 		$23.7M Sell
707,939
-21,477
-3% -$735K 2.55% 9
2022
Q4 		$24.4M Buy
729,416
+51,436
+8% +$1.71M 2.65% 8
2022
Q3 		$20.1M Buy
677,980
+22,689
+3% +$738K 2.35% 8
2022
Q2 		$20.7M Buy
+655,291
New +$21.8M 2.26% 9

Other funds holding DFUV

Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Trust Company of the South
Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Schoolcraft Capital
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM

1900 Wealth Management's DFUV Position: Q3 2026 in Review

1900 Wealth Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.63% in Q3 2026, selling an estimated $177K and leaving 494,085 shares worth $27.2M. The position accounts for 1.47% of the portfolio, ranked #12.

1900 Wealth Management first reported a position in DFUV in Q2 2022 and has held it in 18 quarters since. The position peaked at $27.4M in Q2 2026. 309 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • 1900 Wealth Management held 494,085 shares of Dimensional US Marketwide Value ETF worth $27.2M as of Q3 2026.
  • 1900 Wealth Management sold 3,148 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $177K.
  • Dimensional US Marketwide Value ETF made up 1.47% of 1900 Wealth Management's portfolio in Q3 2026, its #12 holding.
  • 1900 Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 18 quarters since.
  • 1900 Wealth Management's Dimensional US Marketwide Value ETF position peaked at $27.4M in Q2 2026.
  • 309 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on 1900 Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.