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Aspiriant LLC’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Aspiriant LLC’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 		$34.3M Sell
708,215
-9,884
-1% -$485K 0.98% 16
2025
Q4 		$33.5M Sell
718,099
-6,994
-1% -$317K 0.96% 17
2025
Q3 		$32.4M Buy
725,093
+4,480
+0.6% +$195K 0.99% 16
2025
Q2 		$30.5M Buy
720,613
+18,118
+3% +$728K 0.97% 17
2025
Q1 		$28.9M Buy
702,495
+6,603
+0.9% +$277K 1% 15
2024
Q4 		$28.5M Sell
695,892
-2,394
-0.3% -$102K 1.03% 15
2024
Q3 		$29.1M Sell
698,286
-11,452
-2% -$463K 1.1% 15
2024
Q2 		$27.9M Buy
709,738
+639
+0.1% +$25.3K 1.14% 14
2024
Q1 		$29M Sell
709,099
-2,480
-0.3% -$94.7K 1.2% 15
2023
Q4 		$26.5M Sell
711,579
-12,362
-2% -$426K 1.19% 13
2023
Q3 		$24.6M Buy
723,941
+29,196
+4% +$1.02M 1.26% 16
2023
Q2 		$24M Sell
694,745
-4,446
-0.6% -$149K 1.21% 16
2023
Q1 		$23.4M Sell
699,191
-9,775
-1% -$335K 1.23% 16
2022
Q4 		$23.7M Sell
708,966
-29,993
-4% -$997K 1.21% 16
2022
Q3 		$21.9M Sell
738,959
-6,935
-0.9% -$226K 1.07% 22
2022
Q2 		$23.6M Buy
+745,894
New +$24.8M 1.14% 18

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

Aspiriant LLC's DFUV Position: Q1 2026 in Review

Aspiriant LLC reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.4% in Q1 2026, selling an estimated $485K and leaving 708,215 shares worth $34.3M. The position accounts for 0.98% of the portfolio, ranked #16.

Aspiriant LLC first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Aspiriant LLC held 708,215 shares of Dimensional US Marketwide Value ETF worth $34.3M as of Q1 2026.
  • Aspiriant LLC sold 9,884 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $485K.
  • Dimensional US Marketwide Value ETF made up 0.98% of Aspiriant LLC's portfolio in Q1 2026, its #16 holding.
  • Aspiriant LLC first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.