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Fiduciary Trust’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Fiduciary Trust’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 		$1.4M Hold
28,865
– – 0.02% 341
2025
Q4 		$1.34M Sell
28,865
-921
-3% -$41.8K 0.02% 353
2025
Q3 		$1.33M Hold
29,786
– – 0.02% 358
2025
Q2 		$1.26M Sell
29,786
-400
-1% -$16.1K 0.02% 358
2025
Q1 		$1.24M Sell
30,186
-494
-2% -$20.7K 0.02% 345
2024
Q4 		$1.26M Sell
30,680
-818
-3% -$34.7K 0.02% 318
2024
Q3 		$1.31M Sell
31,498
-200
-0.6% -$8.08K 0.02% 319
2024
Q2 		$1.24M Hold
31,698
– – 0.02% 302
2024
Q1 		$1.3M Sell
31,698
-2,094
-6% -$80K 0.02% 303
2023
Q4 		$1.26M Hold
33,792
– – 0.02% 293
2023
Q3 		$1.15M Sell
33,792
-2,117
-6% -$74.2K 0.02% 302
2023
Q2 		$1.24M Sell
35,909
-986
-3% -$32.9K 0.02% 298
2023
Q1 		$1.24M Hold
36,895
– – 0.02% 291
2022
Q4 		$1.24M Hold
36,895
– – 0.02% 307
2022
Q3 		$1.09M Sell
36,895
-598
-2% -$19.4K 0.02% 302
2022
Q2 		$1.19M Buy
+37,493
New +$1.25M 0.03% 302

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

Fiduciary Trust's DFUV Position: Q1 2026 in Review

Fiduciary Trust held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q1 2026 at 28,865 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #341.

Fiduciary Trust 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.

  • Fiduciary Trust held 28,865 shares of Dimensional US Marketwide Value ETF worth $1.4M as of Q1 2026.
  • Fiduciary Trust left its Dimensional US Marketwide Value ETF share count unchanged in Q1 2026.
  • Dimensional US Marketwide Value ETF made up 0.02% of Fiduciary Trust's portfolio in Q1 2026, its #341 holding.
  • Fiduciary Trust 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 Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.