EW
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Evoke Wealth’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Evoke Wealth’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 		$878K Hold
18,118
– – 0.02% 295
2025
Q4 		$844K Hold
18,118
– – 0.02% 297
2025
Q3 		$810K Hold
18,118
– – 0.02% 279
2025
Q2 		$766K Hold
18,118
– – 0.02% 269
2025
Q1 		$747K Hold
18,118
– – 0.02% 223
2024
Q4 		$741K Hold
18,118
– – 0.02% 211
2024
Q3 		$755K Buy
18,118
+10,777
+147% +$436K 0.02% 207
2024
Q2 		$288K Sell
7,341
-10,777
-59% -$426K 0.34% 59
2024
Q1 		$741K Buy
18,118
+10,777
+147% +$412K 0.02% 201
2023
Q4 		$273K Hold
7,341
– – 0.44% 53
2023
Q3 		$250K Hold
7,341
– – 0.01% 325
2023
Q2 		$253K Hold
7,341
– – 0.01% 310
2023
Q1 		$246K Hold
7,341
– – 0.01% 301
2022
Q4 		$246K Hold
7,341
– – 0.01% 310
2022
Q3 		$217K Hold
7,341
– – 0.01% 305
2022
Q2 		$232K Buy
+7,341
New +$244K 0.01% 295

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

Evoke Wealth's DFUV Position: Q1 2026 in Review

Evoke Wealth held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q1 2026 at 18,118 shares worth $878K. The position accounts for 0.02% of the portfolio, ranked #295.

Evoke Wealth 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.

  • Evoke Wealth held 18,118 shares of Dimensional US Marketwide Value ETF worth $878K as of Q1 2026.
  • Evoke Wealth left its Dimensional US Marketwide Value ETF share count unchanged in Q1 2026.
  • Dimensional US Marketwide Value ETF made up 0.02% of Evoke Wealth's portfolio in Q1 2026, its #295 holding.
  • Evoke Wealth 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 Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.