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

Ariadne 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	$7.9M	Buy	162,925 +11	+0%	+$540	3.54%	2
2025 Q4	$8.14M	Sell	162,914 -924	-0.6%	-$41.9K	3.36%	2
2025 Q3	$7.4M	Sell	163,838 -3,011	-2%	-$131K	3.32%	2
2025 Q2	$7.28M	Sell	166,849 -36,467	-18%	-$1.46M	3.48%	2
2025 Q1	$8.16M	Sell	203,316 -1,628	-0.8%	-$68.3K	4.26%	1
2024 Q4	$8.74M	Buy	204,944 +25,986	+15%	+$1.1M	4%	3
2024 Q3	$7.76M	Sell	178,958 -2,124	-1%	-$85.8K	4.23%	2
2024 Q2	$7.11M	Buy	+181,082	New	+$7.16M	5.5%	1

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

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

Ariadne Wealth Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.01% in Q1 2026, buying an estimated $540 and bringing the position to 162,925 shares worth $7.9M. The position accounts for 3.54% of the portfolio, ranked #2.

Ariadne Wealth Management first reported a position in DFUV in Q2 2024 and has held it in 8 quarters since. The position peaked at $8.74M in Q4 2024. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

Ariadne Wealth Management held 162,925 shares of Dimensional US Marketwide Value ETF worth $7.9M as of Q1 2026.
Ariadne Wealth Management bought 11 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $540.
Dimensional US Marketwide Value ETF made up 3.54% of Ariadne Wealth Management's portfolio in Q1 2026, its #2 holding.
Ariadne Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2024 and has held it in 8 quarters since.
Ariadne Wealth Management's Dimensional US Marketwide Value ETF position peaked at $8.74M in Q4 2024.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.