EK
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Evensky & Katz’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Evensky & Katz’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 		$5.33M Sell
110,033
-5,414
-5% -$266K 0.3% 28
2025
Q4 		$5.38M Sell
115,447
-896
-0.8% -$40.6K 0.3% 27
2025
Q3 		$5.2M Sell
116,343
-936
-0.8% -$40.8K 0.3% 27
2025
Q2 		$4.96M Sell
117,279
-2,431
-2% -$97.6K 0.3% 27
2025
Q1 		$4.93M Sell
119,710
-2,044
-2% -$85.8K 0.33% 28
2024
Q4 		$4.98M Sell
121,754
-151
-0.1% -$6.41K 0.33% 26
2024
Q3 		$5.08M Sell
121,905
-1,255
-1% -$50.7K 0.33% 26
2024
Q2 		$4.84M Sell
123,160
-139
-0.1% -$5.5K 0.34% 26
2024
Q1 		$5.04M Sell
123,299
-1,634
-1% -$62.4K 0.36% 28
2023
Q4 		$4.65M Buy
124,933
+99
+0.1% +$3.41K 0.35% 27
2023
Q3 		$4.25M Sell
124,834
-4,434
-3% -$155K 0.36% 26
2023
Q2 		$4.46M Sell
129,268
-3,136
-2% -$105K 0.34% 28
2023
Q1 		$4.43M Buy
132,404
+3,344
+3% +$114K 0.36% 29
2022
Q4 		$4.32M Sell
129,060
-2,852
-2% -$94.8K 0.39% 29
2022
Q3 		$3.91M Buy
+131,912
New +$4.29M 0.46% 27

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

Evensky & Katz's DFUV Position: Q1 2026 in Review

Evensky & Katz reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 4.7% in Q1 2026, selling an estimated $266K and leaving 110,033 shares worth $5.33M. The position accounts for 0.3% of the portfolio, ranked #28.

Evensky & Katz first reported a position in DFUV in Q3 2022 and has held it in 15 quarters since. The position peaked at $5.38M in Q4 2025. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Evensky & Katz held 110,033 shares of Dimensional US Marketwide Value ETF worth $5.33M as of Q1 2026.
  • Evensky & Katz sold 5,414 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $266K.
  • Dimensional US Marketwide Value ETF made up 0.3% of Evensky & Katz's portfolio in Q1 2026, its #28 holding.
  • Evensky & Katz first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and has held it in 15 quarters since.
  • Evensky & Katz's Dimensional US Marketwide Value ETF position peaked at $5.38M in Q4 2025.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Evensky & Katz's 13F filing for Q1 2026, filed 22 Apr 2026.