Empower Advisory Group
DFUV icon

Empower Advisory Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Empower Advisory Group’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 		$563K Sell
11,615
-8,147
-41% -$400K ﹤0.01% 309
2025
Q4 		$921K Buy
19,762
+7,604
+63% +$345K ﹤0.01% 254
2025
Q3 		$543K Hold
12,158
– – ﹤0.01% 329
2025
Q2 		$514K Hold
12,158
– – ﹤0.01% 320
2025
Q1 		$501K Sell
12,158
-757
-6% -$31.8K ﹤0.01% 321
2024
Q4 		$528K Buy
12,915
+1,410
+12% +$59.8K ﹤0.01% 319
2024
Q3 		$480K Hold
11,505
– – ﹤0.01% 321
2024
Q2 		$452K Hold
11,505
– – ﹤0.01% 319
2024
Q1 		$471K Sell
11,505
-4,607
-29% -$176K ﹤0.01% 310
2023
Q4 		$600K Sell
16,112
-5,790
-26% -$199K ﹤0.01% 282
2023
Q3 		$745K Sell
21,902
-317
-1% -$11.1K ﹤0.01% 247
2023
Q2 		$767K Hold
22,219
– – ﹤0.01% 252
2023
Q1 		$750K Buy
+22,219
New +$761K ﹤0.01% 259

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

Empower Advisory Group's DFUV Position: Q1 2026 in Review

Empower Advisory Group reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 41% in Q1 2026, selling an estimated $400K and leaving 11,615 shares worth $563K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Empower Advisory Group first reported a position in DFUV in Q1 2023 and has held it in 13 quarters since. The position peaked at $921K in Q4 2025. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Empower Advisory Group held 11,615 shares of Dimensional US Marketwide Value ETF worth $563K as of Q1 2026.
  • Empower Advisory Group sold 8,147 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $400K.
  • Dimensional US Marketwide Value ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #309 holding.
  • Empower Advisory Group first reported a position in Dimensional US Marketwide Value ETF in Q1 2023 and has held it in 13 quarters since.
  • Empower Advisory Group's Dimensional US Marketwide Value ETF position peaked at $921K in Q4 2025.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.