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

AE 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 		$709K Buy
14,637
+1,721
+13% +$84.4K ﹤0.01% 952
2025
Q4 		$602K Sell
12,916
-1,363
-10% -$61.8K ﹤0.01% 969
2025
Q3 		$638K Buy
14,279
+144
+1% +$6.27K ﹤0.01% 887
2025
Q2 		$598K Buy
14,135
+701
+5% +$28.2K ﹤0.01% 866
2025
Q1 		$554K Buy
13,434
+3,712
+38% +$156K ﹤0.01% 888
2024
Q4 		$398K Sell
9,722
-11
-0.1% -$467 ﹤0.01% 979
2024
Q3 		$406K Sell
9,733
-6,410
-40% -$259K ﹤0.01% 942
2024
Q2 		$634K Buy
16,143
+7,701
+91% +$305K 0.01% 820
2024
Q1 		$345K Sell
8,442
-26,504
-76% -$1.01M ﹤0.01% 920
2023
Q4 		$1.31M Buy
34,946
+18,777
+116% +$646K 0.01% 1060
2023
Q3 		$550K Buy
16,169
+197
+1% +$6.9K ﹤0.01% 1329
2023
Q2 		$551K Sell
15,972
-722
-4% -$24.1K ﹤0.01% 1339
2023
Q1 		$559K Buy
16,694
+131
+0.8% +$4.49K ﹤0.01% 1298
2022
Q4 		$555K Sell
16,563
-1,525
-8% -$50.7K ﹤0.01% 1262
2022
Q3 		$536K Sell
18,088
-2,898
-14% -$94.2K ﹤0.01% 1226
2022
Q2 		$663K Buy
+20,986
New +$698K 0.01% 1057

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

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

AE Wealth Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 13% in Q1 2026, buying an estimated $84.4K and bringing the position to 14,637 shares worth $709K. The position accounts for ﹤0.01% of the portfolio, ranked #952.

AE Wealth Management first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.31M in Q4 2023. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • AE Wealth Management held 14,637 shares of Dimensional US Marketwide Value ETF worth $709K as of Q1 2026.
  • AE Wealth Management bought 1,721 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $84.4K.
  • Dimensional US Marketwide Value ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #952 holding.
  • AE Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
  • AE Wealth Management's Dimensional US Marketwide Value ETF position peaked at $1.31M in Q4 2023.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

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