BFG
DFUV icon

Berger Financial Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Berger Financial 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 		$839K Buy
17,314
+3
+0% +$147 0.05% 221
2025
Q4 		$807K Buy
17,311
+3
+0% +$136 0.05% 229
2025
Q3 		$773K Buy
17,308
+4
+0% +$174 0.05% 230
2025
Q2 		$732K Sell
17,304
-1,785
-9% -$71.7K 0.05% 221
2025
Q1 		$787K Buy
19,089
+80
+0.4% +$3.36K 0.05% 208
2024
Q4 		$778K Buy
+19,009
New +$807K 0.05% 200

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

Berger Financial Group's DFUV Position: Q1 2026 in Review

Berger Financial Group increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.02% in Q1 2026, buying an estimated $147 and bringing the position to 17,314 shares worth $839K. The position accounts for 0.05% of the portfolio, ranked #221.

Berger Financial Group first reported a position in DFUV in Q4 2024 and has held it in 6 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Berger Financial Group held 17,314 shares of Dimensional US Marketwide Value ETF worth $839K as of Q1 2026.
  • Berger Financial Group bought 3 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $147.
  • Dimensional US Marketwide Value ETF made up 0.05% of Berger Financial Group's portfolio in Q1 2026, its #221 holding.
  • Berger Financial Group first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.