BH
DFUV icon

Burk Holdings’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Burk Holdings’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 		$11M Buy
227,189
+10,182
+5% +$499K 4.72% 7
2025
Q4 		$10.1M Buy
217,007
+5,338
+3% +$242K 4.82% 7
2025
Q3 		$9.46M Buy
211,669
+8,033
+4% +$350K 5.05% 6
2025
Q2 		$8.61M Buy
203,636
+160
+0.1% +$6.43K 5.39% 5
2025
Q1 		$8.39M Buy
203,476
+19,482
+11% +$818K 6.33% 4
2024
Q4 		$7.53M Buy
+183,994
New +$7.81M 6.09% 5

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

Burk Holdings's DFUV Position: Q1 2026 in Review

Burk Holdings increased its Dimensional US Marketwide Value ETF (DFUV) stake by 4.7% in Q1 2026, buying an estimated $499K and bringing the position to 227,189 shares worth $11M. The position accounts for 4.72% of the portfolio, ranked #7.

Burk Holdings 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.

  • Burk Holdings held 227,189 shares of Dimensional US Marketwide Value ETF worth $11M as of Q1 2026.
  • Burk Holdings bought 10,182 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $499K.
  • Dimensional US Marketwide Value ETF made up 4.72% of Burk Holdings's portfolio in Q1 2026, its #7 holding.
  • Burk Holdings 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 Burk Holdings's 13F filing for Q1 2026, filed 8 May 2026.