Fidelity Investments
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Fidelity Investments’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Fidelity Investments’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 		$5.99M Buy
123,526
+16,472
+15% +$808K ﹤0.01% 2240
2025
Q4 		$4.99M Buy
107,054
+5,874
+6% +$266K ﹤0.01% 2287
2025
Q3 		$4.52M Buy
101,180
+11,574
+13% +$504K ﹤0.01% 2271
2025
Q2 		$3.79M Buy
89,606
+7,661
+9% +$308K ﹤0.01% 2263
2025
Q1 		$3.38M Sell
81,945
-474
-0.6% -$19.9K ﹤0.01% 2288
2024
Q4 		$3.37M Buy
82,419
+14,258
+21% +$605K ﹤0.01% 2281
2024
Q3 		$2.84M Buy
68,161
+31,997
+88% +$1.29M ﹤0.01% 2300
2024
Q2 		$1.42M Sell
36,164
-506
-1% -$20K ﹤0.01% 2429
2024
Q1 		$1.5M Sell
36,670
-99
-0.3% -$3.78K ﹤0.01% 2398
2023
Q4 		$1.37M Sell
36,769
-551
-1% -$19K ﹤0.01% 2383
2023
Q3 		$1.27M Sell
37,320
-897
-2% -$31.4K ﹤0.01% 2395
2023
Q2 		$1.32M Sell
38,217
-7,551
-16% -$252K ﹤0.01% 2424
2023
Q1 		$1.53M Sell
45,768
-15,825
-26% -$542K ﹤0.01% 2430
2022
Q4 		$2.06M Sell
61,593
-513
-0.8% -$17K ﹤0.01% 2365
2022
Q3 		$1.84M Sell
62,106
-1,130
-2% -$36.7K ﹤0.01% 2450
2022
Q2 		$2M Buy
+63,236
New +$2.1M ﹤0.01% 2500

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

Fidelity Investments's DFUV Position: Q1 2026 in Review

Fidelity Investments increased its Dimensional US Marketwide Value ETF (DFUV) stake by 15% in Q1 2026, buying an estimated $808K and bringing the position to 123,526 shares worth $5.99M. The position accounts for ﹤0.01% of the portfolio, ranked #2240.

Fidelity Investments 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.

  • Fidelity Investments held 123,526 shares of Dimensional US Marketwide Value ETF worth $5.99M as of Q1 2026.
  • Fidelity Investments bought 16,472 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $808K.
  • Dimensional US Marketwide Value ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #2240 holding.
  • Fidelity Investments 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 Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.