Cascade Wealth Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Cascade Wealth 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	$4.88M	Buy	93,113 +3,542	+4%	+$174K	2.14%	19
2025 Q4	$4.37M	Buy	89,571 +8,814	+11%	+$400K	2.02%	19
2025 Q3	$3.64M	Buy	80,757 +26,451	+49%	+$1.15M	1.79%	18
2025 Q2	$2.31M	Sell	54,306 -3,133	-5%	-$126K	1.31%	21
2025 Q1	$2.2M	Sell	57,439 -12,280	-18%	-$515K	1.52%	17
2024 Q4	$2.85M	Sell	69,719 -2,299	-3%	-$97.6K	1.93%	18
2024 Q3	$3M	Buy	72,018 +914	+1%	+$36.9K	2.15%	18
2024 Q2	$2.88M	Sell	71,104 -1,862	-3%	-$73.7K	2.13%	18
2024 Q1	$2.86M	Buy	+72,966	New	+$2.79M	2.43%	14

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cascade Wealth Advisors's DFUV Position: Q1 2026 in Review

Cascade Wealth Advisors increased its Dimensional US Marketwide Value ETF (DFUV) stake by 4% in Q1 2026, buying an estimated $174K and bringing the position to 93,113 shares worth $4.88M. The position accounts for 2.14% of the portfolio, ranked #19.

Cascade Wealth Advisors first reported a position in DFUV in Q1 2024 and has held it in 9 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

Cascade Wealth Advisors held 93,113 shares of Dimensional US Marketwide Value ETF worth $4.88M as of Q1 2026.
Cascade Wealth Advisors bought 3,542 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $174K.
Dimensional US Marketwide Value ETF made up 2.14% of Cascade Wealth Advisors's portfolio in Q1 2026, its #19 holding.
Cascade Wealth Advisors first reported a position in Dimensional US Marketwide Value ETF in Q1 2024 and has held it in 9 quarters since.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Cascade Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.