EWA
DFUV icon

EverSource Wealth Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

EverSource Wealth 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 		$9.15M Buy
188,727
+8,359
+5% +$410K 0.28% 73
2025
Q4 		$8.4M Buy
180,368
+9,683
+6% +$439K 0.31% 73
2025
Q3 		$7.63M Sell
170,685
-2,987
-2% -$130K 0.3% 79
2025
Q2 		$7.34M Buy
173,672
+47,891
+38% +$1.92M 0.33% 74
2025
Q1 		$5.18M Hold
125,781
– – 0.28% 78
2024
Q4 		$5.15M Hold
125,781
– – 0.29% 78
2024
Q3 		$5.24M Sell
125,781
-129
-0.1% -$5.21K 0.33% 69
2024
Q2 		$5.2M Sell
125,910
-8,390
-6% -$332K 0.35% 69
2024
Q1 		$5.23M Buy
134,300
+7,924
+6% +$303K 0.41% 61
2023
Q4 		$4.7M Buy
126,376
+29
+0% +$998 0.43% 58
2023
Q3 		$4.3M Sell
126,347
-463
-0.4% -$16.2K 0.46% 60
2023
Q2 		$4.37M Buy
126,810
+5
+0% +$167 0.48% 51
2023
Q1 		$4.25M Sell
126,805
-5,370
-4% -$184K 0.53% 46
2022
Q4 		$4.43M Hold
132,175
– – 0.67% 29
2022
Q3 		$3.91M Buy
132,175
+14,248
+12% +$463K 0.9% 21
2022
Q2 		$3.73M Buy
+117,927
New +$3.92M 0.96% 19

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

EverSource Wealth Advisors's DFUV Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Dimensional US Marketwide Value ETF (DFUV) stake by 4.6% in Q1 2026, buying an estimated $410K and bringing the position to 188,727 shares worth $9.15M. The position accounts for 0.28% of the portfolio, ranked #73.

EverSource Wealth 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.

  • EverSource Wealth Advisors held 188,727 shares of Dimensional US Marketwide Value ETF worth $9.15M as of Q1 2026.
  • EverSource Wealth Advisors bought 8,359 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $410K.
  • Dimensional US Marketwide Value ETF made up 0.28% of EverSource Wealth Advisors's portfolio in Q1 2026, its #73 holding.
  • EverSource Wealth 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 EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.