Badgley Phelps Wealth Managers’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Badgley Phelps Wealth Managers’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	10,860	–	–	0.01%	237
2025 Q4	$506K	Hold	10,860	–	–	0.01%	237
2025 Q3	$485K	Sell	10,860 -344	-3%	-$15K	0.01%	226
2025 Q2	$474K	Hold	11,204	–	–	0.01%	220
2025 Q1	$462K	Hold	11,204	–	–	0.01%	217
2024 Q4	$458K	Sell	11,204 -308	-3%	-$13.1K	0.01%	216
2024 Q3	$480K	Sell	11,512 -277	-2%	-$11.2K	0.01%	211
2024 Q2	$463K	Hold	11,789	–	–	0.01%	201
2024 Q1	$482K	Buy	11,789 +4,562	+63%	+$174K	0.01%	198
2023 Q4	$269K	Hold	7,227	–	–	0.01%	221
2023 Q3	$246K	Hold	7,227	–	–	0.01%	210
2023 Q2	$249K	Hold	7,227	–	–	0.01%	215
2023 Q1	$242K	Hold	7,227	–	–	0.01%	191
2022 Q4	$242K	Hold	7,227	–	–	0.01%	192
2022 Q3	$214K	Buy	+7,227	New	+$235K	0.01%	185

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

Badgley Phelps Wealth Managers's DFUV Position: Q1 2026 in Review

Badgley Phelps Wealth Managers held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q1 2026 at 10,860 shares worth $526K. The position accounts for 0.01% of the portfolio, ranked #237.

Badgley Phelps Wealth Managers first reported a position in DFUV in Q3 2022 and has held it in 15 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

Badgley Phelps Wealth Managers held 10,860 shares of Dimensional US Marketwide Value ETF worth $526K as of Q1 2026.
Badgley Phelps Wealth Managers left its Dimensional US Marketwide Value ETF share count unchanged in Q1 2026.
Dimensional US Marketwide Value ETF made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #237 holding.
Badgley Phelps Wealth Managers first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and has held it in 15 quarters since.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.