DAS
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Diversify Advisory Services’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Diversify Advisory Services’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 		– Sell
-25,118
Closed -$1.22M – 376
2025
Q4 		$1.22M Buy
+25,118
New +$1.14M 0.04% 344

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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

Diversify Advisory Services's DFUV Position: Q1 2026 in Review

Diversify Advisory Services sold out of Dimensional US Marketwide Value ETF (DFUV) in Q1 2026, closing a stake of 25,118 shares — an estimated $1.22M sold.

Diversify Advisory Services first reported a position in DFUV in Q4 2025 and held it in 1 quarter. The position peaked at $1.22M in Q4 2025. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Diversify Advisory Services reported no remaining Dimensional US Marketwide Value ETF position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 25,118 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $1.22M.
  • Diversify Advisory Services first reported a position in Dimensional US Marketwide Value ETF in Q4 2025 and held it in 1 quarter.
  • Diversify Advisory Services's Dimensional US Marketwide Value ETF position peaked at $1.22M in Q4 2025.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.