Bellwether Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Bellwether Advisors’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	$236K	Hold	4,865	–	–	0.04%	145
2025 Q4	$227K	Hold	4,865	–	–	0.04%	126
2025 Q3	$217K	Hold	4,865	–	–	0.04%	132
2025 Q2	$206K	Hold	4,865	–	–	0.04%	122
2025 Q1	$200K	Hold	4,865	–	–	0.04%	126
2024 Q4	$199K	Hold	4,865	–	–	0.04%	132
2024 Q3	$203K	Buy	+4,865	New	+$197K	0.04%	121
2023 Q2	–	Sell	-4,865	Closed	-$163K	–	177
2023 Q1	$163K	Hold	4,865	–	–	0.04%	131
2022 Q4	$163K	Hold	4,865	–	–	0.05%	131
2022 Q3	$144K	Hold	4,865	–	–	0.05%	111
2022 Q2	$153K	Buy	+4,865	New	+$162K	0.05%	119

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

Bellwether Advisors's DFUV Position: Q1 2026 in Review

Bellwether Advisors held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q1 2026 at 4,865 shares worth $236K. The position accounts for 0.04% of the portfolio, ranked #145.

Bellwether Advisors first reported a position in DFUV in Q2 2022 and has held it in 11 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

Bellwether Advisors held 4,865 shares of Dimensional US Marketwide Value ETF worth $236K as of Q1 2026.
Bellwether Advisors left its Dimensional US Marketwide Value ETF share count unchanged in Q1 2026.
Dimensional US Marketwide Value ETF made up 0.04% of Bellwether Advisors's portfolio in Q1 2026, its #145 holding.
Bellwether Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 11 quarters since.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.