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Cardiff Park Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Cardiff Park Advisors’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 		$31.1M Sell
641,341
-39,251
-6% -$1.93M 2.49% 8
2025
Q4 		$31.7M Sell
680,592
-61,631
-8% -$2.8M 2.6% 6
2025
Q3 		$33.2M Sell
742,223
-4,072
-0.5% -$177K 2.54% 7
2025
Q2 		$31.6M Buy
746,295
+795
+0.1% +$31.9K 2.72% 6
2025
Q1 		$30.7M Sell
745,500
-6,096
-0.8% -$256K 2.96% 5
2024
Q4 		$30.8M Sell
751,596
-1,775
-0.2% -$75.3K 2.92% 6
2024
Q3 		$31.4M Buy
753,371
+1,041
+0.1% +$42.1K 2.81% 6
2024
Q2 		$29.5M Buy
752,330
+1,511
+0.2% +$59.8K 2.83% 6
2024
Q1 		$30.7M Sell
750,819
-3,926
-0.5% -$150K 2.91% 5
2023
Q4 		$28.1M Sell
754,745
-1,220
-0.2% -$42K 3.11% 5
2023
Q3 		$25.7M Sell
755,965
-2,272
-0.3% -$79.6K 3.25% 5
2023
Q2 		$26.2M Sell
758,237
-249
-0% -$8.32K 3.21% 5
2023
Q1 		$25.4M Buy
758,486
+3,853
+0.5% +$132K 3.34% 5
2022
Q4 		$25.3M Sell
754,633
-13,759
-2% -$457K 3.53% 5
2022
Q3 		$22.8M Buy
768,392
+21,948
+3% +$714K 3.56% 5
2022
Q2 		$23.6M Buy
+746,444
New +$24.8M 3.57% 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

Cardiff Park Advisors's DFUV Position: Q1 2026 in Review

Cardiff Park Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 5.8% in Q1 2026, selling an estimated $1.93M and leaving 641,341 shares worth $31.1M. The position accounts for 2.49% of the portfolio, ranked #8.

Cardiff Park Advisors first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. The position peaked at $33.2M in Q3 2025. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Cardiff Park Advisors held 641,341 shares of Dimensional US Marketwide Value ETF worth $31.1M as of Q1 2026.
  • Cardiff Park Advisors sold 39,251 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $1.93M.
  • Dimensional US Marketwide Value ETF made up 2.49% of Cardiff Park Advisors's portfolio in Q1 2026, its #8 holding.
  • Cardiff Park Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
  • Cardiff Park Advisors's Dimensional US Marketwide Value ETF position peaked at $33.2M in Q3 2025.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.