Delap Wealth Advisory’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Delap Wealth Advisory’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	$815K	Hold	16,821	–	–	0.31%	38
2025 Q4	$784K	Hold	16,821	–	–	0.3%	38
2025 Q3	$752K	Hold	16,821	–	–	0.32%	36
2025 Q2	$711K	Sell	16,821 -843	-5%	-$33.9K	0.34%	37
2025 Q1	$728K	Hold	17,664	–	–	0.41%	37
2024 Q4	$723K	Hold	17,664	–	–	0.43%	34
2024 Q3	$736K	Sell	17,664 -17,664	-50%	-$714K	0.47%	32
2024 Q2	$1.39M	Buy	35,328 +17,664	+100%	+$699K	0.64%	25
2024 Q1	$722K	Hold	17,664	–	–	0.29%	50
2023 Q4	$657K	Buy	17,664 +207	+1%	+$7.13K	0.3%	42
2023 Q3	$594K	Hold	17,457	–	–	0.57%	28
2023 Q2	$602K	Hold	17,457	–	–	0.59%	25
2023 Q1	$584K	Sell	17,457 -464	-3%	-$15.9K	0.6%	28
2022 Q4	$600K	Buy	+17,921	New	+$596K	0.63%	30

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

Delap Wealth Advisory's DFUV Position: Q1 2026 in Review

Delap Wealth Advisory held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q1 2026 at 16,821 shares worth $815K. The position accounts for 0.31% of the portfolio, ranked #38.

Delap Wealth Advisory first reported a position in DFUV in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.39M in Q2 2024. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

Delap Wealth Advisory held 16,821 shares of Dimensional US Marketwide Value ETF worth $815K as of Q1 2026.
Delap Wealth Advisory left its Dimensional US Marketwide Value ETF share count unchanged in Q1 2026.
Dimensional US Marketwide Value ETF made up 0.31% of Delap Wealth Advisory's portfolio in Q1 2026, its #38 holding.
Delap Wealth Advisory first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 14 quarters since.
Delap Wealth Advisory's Dimensional US Marketwide Value ETF position peaked at $1.39M in Q2 2024.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.