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

Elevate 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 		$583K Buy
12,022
+1,609
+15% +$78.9K 0.37% 42
2025
Q4 		$485K Sell
10,413
-372
-3% -$16.9K 0.33% 45
2025
Q3 		$482K Sell
10,785
-396
-4% -$17.2K 0.35% 44
2025
Q2 		$473K Buy
11,181
+88
+0.8% +$3.53K 0.34% 46
2025
Q1 		$457K Buy
11,093
+26
+0.2% +$1.09K 0.32% 49
2024
Q4 		$453K Sell
11,067
-452
-4% -$19.2K 0.34% 44
2024
Q3 		$480K Sell
11,519
-270
-2% -$10.9K 0.36% 42
2024
Q2 		$463K Buy
11,789
+28
+0.2% +$1.11K 0.38% 41
2024
Q1 		$481K Buy
11,761
+23
+0.2% +$879 0.42% 34
2023
Q4 		$437K Buy
+11,738
New +$404K 0.4% 36

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

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

Elevate Wealth Advisory increased its Dimensional US Marketwide Value ETF (DFUV) stake by 15% in Q1 2026, buying an estimated $78.9K and bringing the position to 12,022 shares worth $583K. The position accounts for 0.37% of the portfolio, ranked #42.

Elevate Wealth Advisory first reported a position in DFUV in Q4 2023 and has held it in 10 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Elevate Wealth Advisory held 12,022 shares of Dimensional US Marketwide Value ETF worth $583K as of Q1 2026.
  • Elevate Wealth Advisory bought 1,609 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $78.9K.
  • Dimensional US Marketwide Value ETF made up 0.37% of Elevate Wealth Advisory's portfolio in Q1 2026, its #42 holding.
  • Elevate Wealth Advisory first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.