AG
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Ascent Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Ascent Group’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 		$526K Hold
10,849
– – 0.02% 489
2025
Q4 		$505K Hold
10,849
– – 0.02% 493
2025
Q3 		$485K Hold
10,849
– – 0.02% 508
2025
Q2 		$459K Hold
10,849
– – 0.02% 488
2025
Q1 		$447K Hold
10,849
– – 0.02% 479
2024
Q4 		$444K Hold
10,849
– – 0.03% 398
2024
Q3 		$452K Hold
10,849
– – 0.03% 386
2024
Q2 		$426K Hold
10,849
– – 0.03% 375
2024
Q1 		$444K Buy
+10,849
New +$414K 0.04% 378

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

Ascent Group's DFUV Position: Q1 2026 in Review

Ascent Group held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q1 2026 at 10,849 shares worth $526K. The position accounts for 0.02% of the portfolio, ranked #489.

Ascent Group first reported a position in DFUV in Q1 2024 and has held it in 9 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Ascent Group held 10,849 shares of Dimensional US Marketwide Value ETF worth $526K as of Q1 2026.
  • Ascent Group left its Dimensional US Marketwide Value ETF share count unchanged in Q1 2026.
  • Dimensional US Marketwide Value ETF made up 0.02% of Ascent Group's portfolio in Q1 2026, its #489 holding.
  • Ascent Group first reported a position in Dimensional US Marketwide Value ETF in Q1 2024 and has held it in 9 quarters since.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.