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

Bessemer 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	$65K	Hold	1,344	–	–	﹤0.01%	1602
2025 Q4	$62K	Hold	1,344	–	–	﹤0.01%	1583
2025 Q3	$60K	Hold	1,344	–	–	﹤0.01%	1387
2025 Q2	$57K	Hold	1,344	–	–	﹤0.01%	1306
2025 Q1	$56K	Hold	1,344	–	–	﹤0.01%	1291
2024 Q4	$55K	Sell	1,344 -5,868	-81%	-$249K	﹤0.01%	1277
2024 Q3	$301K	Hold	7,212	–	–	﹤0.01%	1031
2024 Q2	$283K	Hold	7,212	–	–	﹤0.01%	925
2024 Q1	$295K	Sell	7,212 -6,210	-46%	-$237K	﹤0.01%	925
2023 Q4	$499K	Sell	13,422 -7,388	-36%	-$254K	﹤0.01%	827
2023 Q3	$708K	Hold	20,810	–	–	﹤0.01%	708
2023 Q2	$718K	Hold	20,810	–	–	﹤0.01%	706
2023 Q1	$697K	Buy	20,810 +329	+2%	+$11.3K	﹤0.01%	663
2022 Q4	$686K	Buy	20,481 +8,830	+76%	+$293K	﹤0.01%	659
2022 Q3	$345K	Hold	11,651	–	–	﹤0.01%	807
2022 Q2	$368K	Buy	+11,651	New	+$388K	﹤0.01%	772

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

Bessemer Group's DFUV Position: Q1 2026 in Review

Bessemer Group held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q1 2026 at 1,344 shares worth $65K. The position accounts for ﹤0.01% of the portfolio, ranked #1602.

Bessemer Group first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. The position peaked at $718K in Q2 2023. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

Bessemer Group held 1,344 shares of Dimensional US Marketwide Value ETF worth $65K as of Q1 2026.
Bessemer Group left its Dimensional US Marketwide Value ETF share count unchanged in Q1 2026.
Dimensional US Marketwide Value ETF made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #1602 holding.
Bessemer Group first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
Bessemer Group's Dimensional US Marketwide Value ETF position peaked at $718K in Q2 2023.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.