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BIP Wealth’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

BIP Wealth’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 		$13.7M Sell
282,450
-3,585
-1% -$176K 0.56% 40
2025
Q4 		$13.3M Buy
286,035
+7,162
+3% +$325K 0.47% 46
2025
Q3 		$12.5M Buy
278,873
+22,886
+9% +$997K 0.62% 31
2025
Q2 		$10.8M Buy
255,987
+10,817
+4% +$434K 0.67% 25
2025
Q1 		$10.1M Buy
245,170
+11,559
+5% +$485K 0.66% 24
2024
Q4 		$9.56M Buy
233,611
+21,712
+10% +$922K 0.64% 23
2024
Q3 		$8.83M Buy
211,899
+28,238
+15% +$1.14M 0.6% 26
2024
Q2 		$7.21M Buy
183,661
+15,459
+9% +$612K 0.59% 26
2024
Q1 		$6.88M Buy
168,202
+74,481
+79% +$2.85M 0.5% 34
2023
Q4 		$3.49M Buy
93,721
+44,585
+91% +$1.53M 0.27% 43
2023
Q3 		$1.67M Buy
49,136
+42,763
+671% +$1.5M 0.15% 57
2023
Q2 		$220K Buy
+6,373
New +$213K 0.02% 172

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

BIP Wealth's DFUV Position: Q1 2026 in Review

BIP Wealth reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.3% in Q1 2026, selling an estimated $176K and leaving 282,450 shares worth $13.7M. The position accounts for 0.56% of the portfolio, ranked #40.

BIP Wealth first reported a position in DFUV in Q2 2023 and has held it in 12 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • BIP Wealth held 282,450 shares of Dimensional US Marketwide Value ETF worth $13.7M as of Q1 2026.
  • BIP Wealth sold 3,585 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $176K.
  • Dimensional US Marketwide Value ETF made up 0.56% of BIP Wealth's portfolio in Q1 2026, its #40 holding.
  • BIP Wealth first reported a position in Dimensional US Marketwide Value ETF in Q2 2023 and has held it in 12 quarters since.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.