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

Black Swift 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 		$254K Sell
5,246
-4,000
-43% -$196K 0.04% 111
2025
Q4 		$431K Buy
9,246
+746
+9% +$33.8K 0.07% 100
2025
Q3 		$380K Buy
+8,500
New +$370K 0.07% 90

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

Black Swift Group's DFUV Position: Q1 2026 in Review

Black Swift Group reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 43% in Q1 2026, selling an estimated $196K and leaving 5,246 shares worth $254K. The position accounts for 0.04% of the portfolio, ranked #111.

Black Swift Group first reported a position in DFUV in Q3 2025 and has held it in 3 quarters since. The position peaked at $431K in Q4 2025. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Black Swift Group held 5,246 shares of Dimensional US Marketwide Value ETF worth $254K as of Q1 2026.
  • Black Swift Group sold 4,000 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $196K.
  • Dimensional US Marketwide Value ETF made up 0.04% of Black Swift Group's portfolio in Q1 2026, its #111 holding.
  • Black Swift Group first reported a position in Dimensional US Marketwide Value ETF in Q3 2025 and has held it in 3 quarters since.
  • Black Swift Group's Dimensional US Marketwide Value ETF position peaked at $431K in Q4 2025.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Black Swift Group's 13F filing for Q1 2026, filed 24 Apr 2026.