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Diversified Portfolios Inc’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Diversified Portfolios Inc’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 		$14.3M Sell
294,450
-5,269
-2% -$258K 1.17% 21
2025
Q4 		$14M Sell
299,719
-1,121
-0.4% -$50.8K 1.16% 24
2025
Q3 		$13.4M Sell
300,840
-2,229
-0.7% -$97.1K 1.19% 22
2025
Q2 		$12.8M Sell
303,069
-144
-0% -$5.78K 1.22% 23
2025
Q1 		$12.5M Sell
303,213
-1,279
-0.4% -$53.7K 1.31% 21
2024
Q4 		$12.5M Hold
304,492
– – 1.36% 20
2024
Q3 		$12.7M Sell
304,492
-1,235
-0.4% -$49.9K 1.43% 20
2024
Q2 		$12M Sell
305,727
-102
-0% -$4.04K 1.58% 17
2024
Q1 		$12.5M Sell
305,829
-2,614
-0.8% -$99.9K 1.76% 16
2023
Q4 		$11.5M Sell
308,443
-572
-0.2% -$19.7K 1.81% 14
2023
Q3 		$10.5M Sell
309,015
-4,940
-2% -$173K 1.98% 13
2023
Q2 		$10.8M Buy
313,955
+9,258
+3% +$309K 2.17% 11
2023
Q1 		$10.2M Sell
304,697
-48,126
-14% -$1.65M 2.27% 10
2022
Q4 		$11.8M Buy
352,823
+100,491
+40% +$3.34M 2.71% 8
2022
Q3 		$7.47M Sell
252,332
-13,615
-5% -$443K 2.01% 10
2022
Q2 		$8.4M Buy
+265,947
New +$8.85M 2.34% 7

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

Diversified Portfolios Inc's DFUV Position: Q1 2026 in Review

Diversified Portfolios Inc reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.8% in Q1 2026, selling an estimated $258K and leaving 294,450 shares worth $14.3M. The position accounts for 1.17% of the portfolio, ranked #21.

Diversified Portfolios Inc 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.

  • Diversified Portfolios Inc held 294,450 shares of Dimensional US Marketwide Value ETF worth $14.3M as of Q1 2026.
  • Diversified Portfolios Inc sold 5,269 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $258K.
  • Dimensional US Marketwide Value ETF made up 1.17% of Diversified Portfolios Inc's portfolio in Q1 2026, its #21 holding.
  • Diversified Portfolios Inc 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 Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.