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

Exencial 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 		$7.5M Sell
154,713
-5,640
-4% -$277K 0.23% 110
2025
Q4 		$7.47M Sell
160,353
-546
-0.3% -$24.8K 0.24% 113
2025
Q3 		$7.19M Sell
160,899
-757
-0.5% -$33K 0.23% 114
2025
Q2 		$6.83M Sell
161,656
-10,855
-6% -$436K 0.24% 112
2025
Q1 		$7.11M Sell
172,511
-1,481
-0.9% -$62.2K 0.26% 109
2024
Q4 		$7.12M Sell
173,992
-4,938
-3% -$210K 0.26% 112
2024
Q3 		$7.46M Sell
178,930
-24,955
-12% -$1.01M 0.27% 107
2024
Q2 		$8.01M Sell
203,885
-8,175
-4% -$323K 0.3% 104
2024
Q1 		$8.67M Sell
212,060
-15,002
-7% -$573K 0.32% 97
2023
Q4 		$8.45M Buy
227,062
+6,594
+3% +$227K 0.34% 87
2023
Q3 		$7.5M Sell
220,468
-1,903
-0.9% -$66.7K 0.36% 85
2023
Q2 		$7.67M Buy
222,371
+127
+0.1% +$4.24K 0.35% 85
2023
Q1 		$7.44M Buy
222,244
+166
+0.1% +$5.68K 0.39% 76
2022
Q4 		$7.44M Sell
222,078
-7,035
-3% -$234K 0.4% 80
2022
Q3 		$6.78M Sell
229,113
-148
-0.1% -$4.81K 0.41% 77
2022
Q2 		$7.25M Buy
+229,261
New +$7.63M 0.41% 80

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 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 $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Exencial Wealth Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 3.5% in Q1 2026, selling an estimated $277K and leaving 154,713 shares worth $7.5M. The position accounts for 0.23% of the portfolio, ranked #110.

Exencial Wealth Advisors first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. The position peaked at $8.67M in Q1 2024. 769 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Exencial Wealth Advisors held 154,713 shares of Dimensional US Marketwide Value ETF worth $7.5M as of Q1 2026.
  • Exencial Wealth Advisors sold 5,640 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $277K.
  • Dimensional US Marketwide Value ETF made up 0.23% of Exencial Wealth Advisors's portfolio in Q1 2026, its #110 holding.
  • Exencial Wealth Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
  • Exencial Wealth Advisors's Dimensional US Marketwide Value ETF position peaked at $8.67M in Q1 2024.
  • 769 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.