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Financial Harvest’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Financial Harvest’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 		$8.48M Sell
174,932
-5,110
-3% -$251K 4.99% 6
2025
Q4 		$8.39M Sell
180,042
-911
-0.5% -$41.3K 5.18% 6
2025
Q3 		$8.09M Sell
180,953
-4,650
-3% -$203K 5.45% 6
2025
Q2 		$7.85M Buy
+185,603
New +$7.45M 5.87% 6
2025
Q1 		– Sell
-196,863
Closed -$8.06M – 71
2024
Q4 		$8.06M Buy
+196,863
New +$8.36M 6.8% 5

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

Financial Harvest's DFUV Position: Q1 2026 in Review

Financial Harvest reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 2.8% in Q1 2026, selling an estimated $251K and leaving 174,932 shares worth $8.48M. The position accounts for 4.99% of the portfolio, ranked #6.

Financial Harvest first reported a position in DFUV in Q4 2024 and has held it in 5 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Financial Harvest held 174,932 shares of Dimensional US Marketwide Value ETF worth $8.48M as of Q1 2026.
  • Financial Harvest sold 5,110 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $251K.
  • Dimensional US Marketwide Value ETF made up 4.99% of Financial Harvest's portfolio in Q1 2026, its #6 holding.
  • Financial Harvest first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 5 quarters since.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Financial Harvest's 13F filing for Q1 2026, filed 5 May 2026.