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BetterWealth’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

BetterWealth’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 		$885K Sell
18,261
-380
-2% -$18.6K 0.17% 31
2025
Q4 		$868K Hold
18,641
– – 0.2% 32
2025
Q3 		$833K Sell
18,641
-4,778
-20% -$208K 0.2% 32
2025
Q2 		$990K Hold
23,419
– – 0.25% 30
2025
Q1 		$965K Sell
23,419
-25,018
-52% -$1.05M 0.27% 28
2024
Q4 		$1.98M Buy
48,437
+143
+0.3% +$6.07K 0.55% 23
2024
Q3 		$2.01M Sell
48,294
-500
-1% -$20.2K 0.6% 18
2024
Q2 		$1.92M Sell
48,794
-2,814
-5% -$111K 0.61% 19
2024
Q1 		$2.11M Sell
51,608
-3,778
-7% -$144K 0.69% 18
2023
Q4 		$2.06M Sell
55,386
-321
-0.6% -$11K 0.7% 18
2023
Q3 		$1.9M Sell
55,707
-1,598
-3% -$56K 0.76% 17
2023
Q2 		$1.98M Sell
57,305
-1,727
-3% -$57.7K 0.77% 17
2023
Q1 		$1.98M Sell
59,032
-6,406
-10% -$219K 0.8% 17
2022
Q4 		$2.19M Sell
65,438
-16,696
-20% -$555K 0.99% 15
2022
Q3 		$2.43M Sell
82,134
-3,580
-4% -$116K 1.25% 14
2022
Q2 		$2.71M Buy
+85,714
New +$2.85M 1.34% 14

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

BetterWealth's DFUV Position: Q1 2026 in Review

BetterWealth reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 2% in Q1 2026, selling an estimated $18.6K and leaving 18,261 shares worth $885K. The position accounts for 0.17% of the portfolio, ranked #31.

BetterWealth first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.71M in Q2 2022. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • BetterWealth held 18,261 shares of Dimensional US Marketwide Value ETF worth $885K as of Q1 2026.
  • BetterWealth sold 380 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $18.6K.
  • Dimensional US Marketwide Value ETF made up 0.17% of BetterWealth's portfolio in Q1 2026, its #31 holding.
  • BetterWealth first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
  • BetterWealth's Dimensional US Marketwide Value ETF position peaked at $2.71M in Q2 2022.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on BetterWealth's 13F filing for Q1 2026, filed 24 Apr 2026.