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Eldridge Investment Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Eldridge Investment Advisors’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 		$1.36M Buy
27,995
+207
+0.7% +$10.2K 0.3% 56
2025
Q4 		$1.29M Buy
27,788
+273
+1% +$12.4K 0.29% 62
2025
Q3 		$1.23M Buy
27,515
+160
+0.6% +$6.97K 0.28% 64
2025
Q2 		$1.16M Sell
27,355
-1,573
-5% -$63.2K 0.24% 68
2025
Q1 		$1.19M Buy
28,928
+104
+0.4% +$4.37K 0.27% 67
2024
Q4 		$1.18M Buy
28,824
+58
+0.2% +$2.46K 0.27% 70
2024
Q3 		$1.2M Sell
28,766
-217
-0.7% -$8.77K 0.28% 69
2024
Q2 		$1.14M Sell
28,983
-36
-0.1% -$1.42K 0.29% 72
2024
Q1 		$1.19M Buy
29,019
+37
+0.1% +$1.41K 0.3% 71
2023
Q4 		$1.08M Sell
28,982
-4,787
-14% -$165K 0.28% 75
2023
Q3 		$1.15M Sell
33,769
-100
-0.3% -$3.5K 0.38% 54
2023
Q2 		$1.17M Sell
33,869
-5,459
-14% -$182K 0.38% 53
2023
Q1 		$1.32M Buy
39,328
+3,845
+11% +$132K 0.46% 49
2022
Q4 		$1.19M Buy
35,483
+13,144
+59% +$437K 0.42% 48
2022
Q3 		$661K Buy
22,339
+11,997
+116% +$390K 0.26% 63
2022
Q2 		$327K Buy
+10,342
New +$344K 0.12% 95

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

Eldridge Investment Advisors's DFUV Position: Q1 2026 in Review

Eldridge Investment Advisors increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.74% in Q1 2026, buying an estimated $10.2K and bringing the position to 27,995 shares worth $1.36M. The position accounts for 0.3% of the portfolio, ranked #56.

Eldridge Investment Advisors 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.

  • Eldridge Investment Advisors held 27,995 shares of Dimensional US Marketwide Value ETF worth $1.36M as of Q1 2026.
  • Eldridge Investment Advisors bought 207 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $10.2K.
  • Dimensional US Marketwide Value ETF made up 0.3% of Eldridge Investment Advisors's portfolio in Q1 2026, its #56 holding.
  • Eldridge Investment Advisors 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 Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.