Curi RMB Capital’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Curi RMB Capital’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	$2.41M	Sell	49,677 -1,718	-3%	-$84.3K	0.04%	302
2025 Q4	$2.39M	Sell	51,395 -5,786	-10%	-$262K	0.04%	309
2025 Q3	$2.56M	Buy	57,181 +68	+0.1%	+$2.96K	0.05%	300
2025 Q2	$2.41M	Buy	57,113 +16,414	+40%	+$659K	0.05%	301
2025 Q1	$1.68M	Sell	40,699 -76	-0.2%	-$3.19K	0.04%	284
2024 Q4	$1.67M	Buy	40,775 +67	+0.2%	+$2.84K	0.04%	286
2024 Q3	$1.7M	Buy	40,708 +64	+0.2%	+$2.59K	0.04%	285
2024 Q2	$1.6M	Buy	40,644 +69	+0.2%	+$2.73K	0.04%	288
2024 Q1	$1.66M	Buy	40,575 +15,155	+60%	+$579K	0.04%	292
2023 Q4	$946K	Hold	25,420	–	–	0.03%	298
2023 Q3	$865K	Hold	25,420	–	–	0.03%	291
2023 Q2	$877K	Hold	25,420	–	–	0.03%	303
2023 Q1	$851K	Buy	+25,420	New	+$870K	0.03%	298

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

Curi RMB Capital's DFUV Position: Q1 2026 in Review

Curi RMB Capital reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 3.3% in Q1 2026, selling an estimated $84.3K and leaving 49,677 shares worth $2.41M. The position accounts for 0.04% of the portfolio, ranked #302.

Curi RMB Capital first reported a position in DFUV in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.56M in Q3 2025. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

Curi RMB Capital held 49,677 shares of Dimensional US Marketwide Value ETF worth $2.41M as of Q1 2026.
Curi RMB Capital sold 1,718 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $84.3K.
Dimensional US Marketwide Value ETF made up 0.04% of Curi RMB Capital's portfolio in Q1 2026, its #302 holding.
Curi RMB Capital first reported a position in Dimensional US Marketwide Value ETF in Q1 2023 and has held it in 13 quarters since.
Curi RMB Capital's Dimensional US Marketwide Value ETF position peaked at $2.56M in Q3 2025.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.