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

49 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 Q1	$437K	Hold	9,013	–	–	0.03%	124
2025 Q4	$420K	Hold	9,013	–	–	0.03%	128
2025 Q3	$403K	Hold	9,013	–	–	0.04%	115
2025 Q2	$381K	Hold	9,013	–	–	0.04%	107
2025 Q1	$371K	Buy	9,013 +36	+0.4%	+$1.51K	0.04%	115
2024 Q4	$367K	Hold	8,977	–	–	0.05%	101
2024 Q3	$374K	Hold	8,977	–	–	0.06%	102
2024 Q2	$351K	Hold	8,977	–	–	0.07%	104
2024 Q1	$366K	Hold	8,977	–	–	0.08%	78
2023 Q4	$334K	Buy	+8,977	New	+$309K	0.09%	74

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

49 Wealth Management's DFUV Position: Q1 2026 in Review

49 Wealth Management held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q1 2026 at 9,013 shares worth $437K. The position accounts for 0.03% of the portfolio, ranked #124.

49 Wealth Management first reported a position in DFUV in Q4 2023 and has held it in 10 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

49 Wealth Management held 9,013 shares of Dimensional US Marketwide Value ETF worth $437K as of Q1 2026.
49 Wealth Management left its Dimensional US Marketwide Value ETF share count unchanged in Q1 2026.
Dimensional US Marketwide Value ETF made up 0.03% of 49 Wealth Management's portfolio in Q1 2026, its #124 holding.
49 Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 10 quarters since.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.