DI
DFUV icon

Disciplined Investors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Disciplined Investors’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 		$267K Sell
5,517
-242
-4% -$11.9K 0.16% 111
2025
Q4 		$268K Sell
5,759
-182
-3% -$8.26K 0.18% 101
2025
Q3 		$266K Sell
5,941
-138
-2% -$6.01K 0.19% 101
2025
Q2 		$257K Sell
6,079
-353
-5% -$14.2K 0.2% 98
2025
Q1 		$265K Sell
6,432
-110
-2% -$4.62K 0.24% 95
2024
Q4 		$269K Buy
+6,542
New +$278K 0.26% 88

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

Disciplined Investors's DFUV Position: Q1 2026 in Review

Disciplined Investors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 4.2% in Q1 2026, selling an estimated $11.9K and leaving 5,517 shares worth $267K. The position accounts for 0.16% of the portfolio, ranked #111.

Disciplined Investors first reported a position in DFUV in Q4 2024 and has held it in 6 quarters since. The position peaked at $269K in Q4 2024. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Disciplined Investors held 5,517 shares of Dimensional US Marketwide Value ETF worth $267K as of Q1 2026.
  • Disciplined Investors sold 242 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $11.9K.
  • Dimensional US Marketwide Value ETF made up 0.16% of Disciplined Investors's portfolio in Q1 2026, its #111 holding.
  • Disciplined Investors first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Disciplined Investors's Dimensional US Marketwide Value ETF position peaked at $269K in Q4 2024.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Disciplined Investors's 13F filing for Q1 2026, filed 12 May 2026.