EH
DFUV icon

Equitable Holdings’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Equitable Holdings’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 		$1.94M Sell
41,594
-6,635
-14% -$325K 0.01% 736
2025
Q4 		$2.25M Buy
48,229
+1,975
+4% +$89.6K 0.02% 599
2025
Q3 		$2.07M Buy
46,254
+242
+0.5% +$10.5K 0.02% 601
2025
Q2 		$1.95M Buy
46,012
+4,239
+10% +$170K 0.02% 583
2025
Q1 		$1.72M Sell
41,773
-522
-1% -$21.9K 0.02% 554
2024
Q4 		$1.73M Sell
42,295
-16,203
-28% -$688K 0.02% 518
2024
Q3 		$2.44M Sell
58,498
-1,333
-2% -$53.9K 0.02% 434
2024
Q2 		$2.35M Buy
59,831
+5,425
+10% +$215K 0.02% 423
2024
Q1 		$2.23M Buy
54,406
+1,785
+3% +$68.2K 0.03% 425
2023
Q4 		$1.96M Buy
52,621
+9,391
+22% +$323K 0.02% 417
2023
Q3 		$1.47M Sell
43,230
-5,762
-12% -$202K 0.02% 442
2023
Q2 		$1.69M Buy
48,992
+1,694
+4% +$56.6K 0.02% 386
2023
Q1 		$1.58M Buy
47,298
+3,262
+7% +$112K 0.03% 379
2022
Q4 		$1.47M Buy
44,036
+8,516
+24% +$283K 0.03% 357
2022
Q3 		$1.05M Sell
35,520
-662
-2% -$21.5K 0.02% 396
2022
Q2 		$1.14M Buy
+36,182
New +$1.2M 0.02% 384

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

Equitable Holdings's DFUV Position: Q1 2026 in Review

Equitable Holdings reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 14% in Q1 2026, selling an estimated $325K and leaving 41,594 shares worth $1.94M. The position accounts for 0.01% of the portfolio, ranked #736.

Equitable Holdings first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.44M in Q3 2024. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Equitable Holdings held 41,594 shares of Dimensional US Marketwide Value ETF worth $1.94M as of Q1 2026.
  • Equitable Holdings sold 6,635 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $325K.
  • Dimensional US Marketwide Value ETF made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #736 holding.
  • Equitable Holdings first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
  • Equitable Holdings's Dimensional US Marketwide Value ETF position peaked at $2.44M in Q3 2024.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.