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DFUV icon

Advisor OS’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Advisor OS’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 		$213K Buy
4,386
+11
+0.3% +$540 0.02% 529
2025
Q4 		$204K Sell
4,375
-105
-2% -$4.76K 0.02% 475
2025
Q3 		$200K Buy
+4,480
New +$195K 0.02% 455

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

Advisor OS's DFUV Position: Q1 2026 in Review

Advisor OS increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.25% in Q1 2026, buying an estimated $540 and bringing the position to 4,386 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #529.

Advisor OS first reported a position in DFUV in Q3 2025 and has held it in 3 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Advisor OS held 4,386 shares of Dimensional US Marketwide Value ETF worth $213K as of Q1 2026.
  • Advisor OS bought 11 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $540.
  • Dimensional US Marketwide Value ETF made up 0.02% of Advisor OS's portfolio in Q1 2026, its #529 holding.
  • Advisor OS first reported a position in Dimensional US Marketwide Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.