AlphaCore Capital’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

AlphaCore Capital’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	$285K	Buy	5,889 +21	+0.4%	+$1.03K	0.01%	703
2025 Q4	$273K	Buy	5,868 +20	+0.3%	+$907	0.01%	845
2025 Q3	$261K	Sell	5,848 -2,894	-33%	-$126K	0.01%	624
2025 Q2	$370K	Buy	8,742 +2,947	+51%	+$118K	0.01%	436
2025 Q1	$239K	Buy	+5,795	New	+$243K	0.02%	409
2024 Q1	–	Sell	-5,677	Closed	-$211K	–	195
2023 Q4	$211K	Buy	5,677 +23	+0.4%	+$792	0.03%	214
2023 Q3	$192K	Buy	5,654 +28	+0.5%	+$981	0.03%	216
2023 Q2	$194K	Buy	5,626 +29	+0.5%	+$969	0.03%	197
2023 Q1	$187K	Buy	5,597 +25	+0.4%	+$856	0.05%	131
2022 Q4	$187K	Buy	5,572 +23	+0.4%	+$764	0.07%	82
2022 Q3	$164K	Hold	5,549	–	–	0.07%	70
2022 Q2	$175K	Buy	+5,549	New	+$185K	0.08%	72

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

AlphaCore Capital's DFUV Position: Q1 2026 in Review

AlphaCore Capital increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.36% in Q1 2026, buying an estimated $1.03K and bringing the position to 5,889 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #703.

AlphaCore Capital first reported a position in DFUV in Q2 2022 and has held it in 12 quarters since. The position peaked at $370K in Q2 2025. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

AlphaCore Capital held 5,889 shares of Dimensional US Marketwide Value ETF worth $285K as of Q1 2026.
AlphaCore Capital bought 21 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $1.03K.
Dimensional US Marketwide Value ETF made up 0.01% of AlphaCore Capital's portfolio in Q1 2026, its #703 holding.
AlphaCore Capital first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 12 quarters since.
AlphaCore Capital's Dimensional US Marketwide Value ETF position peaked at $370K in Q2 2025.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.