AWP
DFUV icon

Abacus Wealth Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Abacus Wealth Partners’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 		$6.56M Buy
135,411
+10,781
+9% +$529K 0.6% 18
2025
Q4 		$5.81M Sell
124,630
-2,694
-2% -$122K 0.57% 17
2025
Q3 		$5.69M Sell
127,324
-62
-0% -$2.7K 0.82% 16
2025
Q2 		$5.39M Sell
127,386
-11,694
-8% -$470K 0.82% 15
2025
Q1 		$5.73M Sell
139,080
-1,895
-1% -$79.5K 0.86% 13
2024
Q4 		$5.77M Sell
140,975
-5,008
-3% -$213K 0.86% 14
2024
Q3 		$6.09M Sell
145,983
-2,747
-2% -$111K 0.91% 13
2024
Q2 		$5.84M Sell
148,730
-642
-0.4% -$25.4K 0.97% 13
2024
Q1 		$6.11M Sell
149,372
-5,614
-4% -$214K 1.02% 13
2023
Q4 		$5.77M Sell
154,986
-239
-0.2% -$8.23K 0.97% 13
2023
Q3 		$5.28M Sell
155,225
-8,801
-5% -$308K 1.64% 11
2023
Q2 		$5.66M Sell
164,026
-8,556
-5% -$286K 1.7% 12
2023
Q1 		$5.7M Sell
172,582
-4,350
-2% -$149K 1.88% 11
2022
Q4 		$5.92M Sell
176,932
-583
-0.3% -$19.4K 2.11% 11
2022
Q3 		$5.26M Sell
177,515
-15,779
-8% -$513K 2.79% 6
2022
Q2 		$6.11M Buy
+193,294
New +$6.43M 3.17% 6

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
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Abacus Wealth Partners's DFUV Position: Q1 2026 in Review

Abacus Wealth Partners increased its Dimensional US Marketwide Value ETF (DFUV) stake by 8.7% in Q1 2026, buying an estimated $529K and bringing the position to 135,411 shares worth $6.56M. The position accounts for 0.6% of the portfolio, ranked #18.

Abacus Wealth Partners first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Abacus Wealth Partners held 135,411 shares of Dimensional US Marketwide Value ETF worth $6.56M as of Q1 2026.
  • Abacus Wealth Partners bought 10,781 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $529K.
  • Dimensional US Marketwide Value ETF made up 0.6% of Abacus Wealth Partners's portfolio in Q1 2026, its #18 holding.
  • Abacus Wealth Partners first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Abacus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.