FWP
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FAS Wealth Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

FAS Wealth Partners’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 		$1.75M Sell
36,189
-4,988
-12% -$245K 0.11% 140
2025
Q4 		$1.92M Buy
41,177
+6,059
+17% +$275K 0.12% 130
2025
Q3 		$1.57M Buy
35,118
+147
+0.4% +$6.4K 0.11% 136
2025
Q2 		$1.48M Buy
34,971
+156
+0.4% +$6.26K 0.11% 133
2025
Q1 		$1.43M Buy
34,815
+6,148
+21% +$258K 0.12% 127
2024
Q4 		$1.17M Buy
28,667
+113
+0.4% +$4.8K 0.1% 136
2024
Q3 		$1.19M Buy
28,554
+115
+0.4% +$4.65K 0.09% 138
2024
Q2 		$1.12M Sell
28,439
-628
-2% -$24.8K 0.1% 138
2024
Q1 		$1.19M Buy
29,067
+843
+3% +$32.2K 0.11% 135
2023
Q4 		$1.05M Buy
28,224
+1,830
+7% +$63K 0.1% 140
2023
Q3 		$898K Buy
26,394
+134
+0.5% +$4.69K 0.1% 143
2023
Q2 		$906K Buy
26,260
+133
+0.5% +$4.44K 0.11% 132
2023
Q1 		$875K Buy
26,127
+119
+0.5% +$4.07K 0.09% 155
2022
Q4 		$871K Buy
26,008
+106
+0.4% +$3.52K 0.1% 158
2022
Q3 		$767K Buy
25,902
+134
+0.5% +$4.36K 0.09% 153
2022
Q2 		$814K Buy
+25,768
New +$858K 0.09% 148

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

FAS Wealth Partners's DFUV Position: Q1 2026 in Review

FAS Wealth Partners reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 12% in Q1 2026, selling an estimated $245K and leaving 36,189 shares worth $1.75M. The position accounts for 0.11% of the portfolio, ranked #140.

FAS Wealth Partners first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.92M in Q4 2025. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • FAS Wealth Partners held 36,189 shares of Dimensional US Marketwide Value ETF worth $1.75M as of Q1 2026.
  • FAS Wealth Partners sold 4,988 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $245K.
  • Dimensional US Marketwide Value ETF made up 0.11% of FAS Wealth Partners's portfolio in Q1 2026, its #140 holding.
  • FAS Wealth Partners first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
  • FAS Wealth Partners's Dimensional US Marketwide Value ETF position peaked at $1.92M in Q4 2025.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.