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DFUV icon

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

Caprock 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 		$850K Buy
17,540
+8
+0% +$392 0.02% 587
2025
Q4 		$817K Buy
17,532
+146
+0.8% +$6.62K 0.02% 662
2025
Q3 		$773K Buy
+17,386
New +$757K 0.02% 657
2025
Q1 		$1.17M Sell
28,368
-371
-1% -$15.6K 0.04% 417
2024
Q4 		$1.18M Buy
28,739
+3,998
+16% +$170K 0.04% 381
2024
Q3 		$1.03M Buy
24,741
+6,366
+35% +$257K 0.04% 387
2024
Q2 		$722K Buy
18,375
+3,407
+23% +$135K 0.03% 449
2024
Q1 		$612K Buy
14,968
+140
+0.9% +$5.35K 0.04% 354
2023
Q4 		$552K Buy
14,828
+86
+0.6% +$2.96K 0.04% 359
2023
Q3 		$502K Sell
14,742
-5,972
-29% -$209K 0.04% 355
2023
Q2 		$715K Sell
20,714
-27,752
-57% -$927K 0.05% 277
2023
Q1 		$1.62M Buy
48,466
+16,151
+50% +$553K 0.13% 127
2022
Q4 		$1.08M Buy
32,315
+1,674
+5% +$55.6K 0.1% 155
2022
Q3 		$907K Buy
30,641
+2,080
+7% +$67.6K 0.09% 169
2022
Q2 		$903K Buy
+28,561
New +$951K 0.09% 169

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

Caprock Group's DFUV Position: Q1 2026 in Review

Caprock Group increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.05% in Q1 2026, buying an estimated $392 and bringing the position to 17,540 shares worth $850K. The position accounts for 0.02% of the portfolio, ranked #587.

Caprock Group first reported a position in DFUV in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.62M in Q1 2023. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Caprock Group held 17,540 shares of Dimensional US Marketwide Value ETF worth $850K as of Q1 2026.
  • Caprock Group bought 8 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $392.
  • Dimensional US Marketwide Value ETF made up 0.02% of Caprock Group's portfolio in Q1 2026, its #587 holding.
  • Caprock Group first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 15 quarters since.
  • Caprock Group's Dimensional US Marketwide Value ETF position peaked at $1.62M in Q1 2023.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.