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

CarsonAllaria Wealth Management’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 		$6.71M Sell
138,441
-3,428
-2% -$168K 3.31% 9
2025
Q4 		$6.61M Sell
141,869
-1,956
-1% -$88.7K 3.28% 9
2025
Q3 		$6.43M Sell
143,825
-7,098
-5% -$309K 3.34% 7
2025
Q2 		$6.38M Sell
150,923
-153
-0.1% -$6.14K 3.42% 8
2025
Q1 		$6.23M Sell
151,076
-527
-0.3% -$22.1K 3.61% 7
2024
Q4 		$6.2M Buy
151,603
+1,380
+0.9% +$58.6K 3.55% 8
2024
Q3 		$6.26M Sell
150,223
-681
-0.5% -$27.5K 3.59% 8
2024
Q2 		$5.93M Buy
150,904
+665
+0.4% +$26.3K 3.63% 8
2024
Q1 		$6.14M Buy
150,239
+29,536
+24% +$1.13M 3.86% 8
2023
Q4 		$4.49M Sell
120,703
-3,592
-3% -$124K 3.22% 9
2023
Q3 		$4.23M Buy
124,295
+277
+0.2% +$9.7K 3.44% 9
2023
Q2 		$4.28M Buy
124,018
+2,212
+2% +$73.9K 3.37% 11
2023
Q1 		$4.08M Sell
121,806
-1,660
-1% -$56.8K 3.44% 11
2022
Q4 		$4.13M Sell
123,466
-1,968
-2% -$65.4K 3.62% 9
2022
Q3 		$3.71M Buy
125,434
+16,839
+16% +$548K 3.45% 11
2022
Q2 		$3.43M Buy
+108,595
New +$3.61M 3.21% 13

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

CarsonAllaria Wealth Management's DFUV Position: Q1 2026 in Review

CarsonAllaria Wealth Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 2.4% in Q1 2026, selling an estimated $168K and leaving 138,441 shares worth $6.71M. The position accounts for 3.31% of the portfolio, ranked #9.

CarsonAllaria Wealth Management first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • CarsonAllaria Wealth Management held 138,441 shares of Dimensional US Marketwide Value ETF worth $6.71M as of Q1 2026.
  • CarsonAllaria Wealth Management sold 3,428 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $168K.
  • Dimensional US Marketwide Value ETF made up 3.31% of CarsonAllaria Wealth Management's portfolio in Q1 2026, its #9 holding.
  • CarsonAllaria Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.