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

Angeles 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	$469K	Buy	9,684 +1,333	+16%	+$65.4K	0.03%	240
2025 Q4	$389K	Sell	8,351 -17,625	-68%	-$799K	0.02%	248
2025 Q3	$1.16M	Sell	25,976 -3,672	-12%	-$160K	0.07%	101
2025 Q2	$1.25M	Sell	29,648 -4,650	-14%	-$187K	0.09%	85
2025 Q1	$1.41M	Sell	34,298 -17,225	-33%	-$723K	0.12%	66
2024 Q4	$2.11M	Sell	51,523 -4,075	-7%	-$173K	0.17%	52
2024 Q3	$2.32M	Sell	55,598 -5,850	-10%	-$236K	0.2%	46
2024 Q2	$2.41M	Sell	61,448 -1,700	-3%	-$67.3K	0.23%	40
2024 Q1	$2.58M	Hold	63,148	–	–	0.26%	37
2023 Q4	$2.35M	Sell	63,148 -3,550	-5%	-$122K	0.29%	35
2023 Q3	$2.27M	Hold	66,698	–	–	0.32%	31
2023 Q2	$2.3M	Hold	66,698	–	–	0.31%	32
2023 Q1	$2.23M	Buy	66,698 +312	+0.5%	+$10.7K	0.33%	35
2022 Q4	$2.22M	Hold	66,386	–	–	0.39%	33
2022 Q3	$1.97M	Hold	66,386	–	–	0.39%	30
2022 Q2	$2.1M	Buy	+66,386	New	+$2.21M	0.42%	31

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

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

Angeles Wealth Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 16% in Q1 2026, buying an estimated $65.4K and bringing the position to 9,684 shares worth $469K. The position accounts for 0.03% of the portfolio, ranked #240.

Angeles Wealth Management first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.58M in Q1 2024. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

Angeles Wealth Management held 9,684 shares of Dimensional US Marketwide Value ETF worth $469K as of Q1 2026.
Angeles Wealth Management bought 1,333 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $65.4K.
Dimensional US Marketwide Value ETF made up 0.03% of Angeles Wealth Management's portfolio in Q1 2026, its #240 holding.
Angeles Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
Angeles Wealth Management's Dimensional US Marketwide Value ETF position peaked at $2.58M in Q1 2024.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.