First Bancorp’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

First Bancorp’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 Q3	$321K	Hold	5,844	–	–	0.13%	106
2026 Q2	$321K	Hold	5,844	–	–	0.13%	112
2026 Q1	$283K	Hold	5,844	–	–	0.14%	111
2025 Q4	$272K	Hold	5,844	–	–	0.14%	113
2025 Q3	$261K	Hold	5,844	–	–	0.14%	115
2025 Q2	$247K	Buy	+5,844	New	+$235K	0.14%	114

Other funds holding DFUV

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

First Bancorp's DFUV Position: Q3 2026 in Review

First Bancorp held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q3 2026 at 5,844 shares worth $321K. The position accounts for 0.13% of the portfolio, ranked #106.

First Bancorp first reported a position in DFUV in Q2 2025 and has held it in 6 quarters since. The position peaked at $321K in Q2 2026. 323 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

First Bancorp held 5,844 shares of Dimensional US Marketwide Value ETF worth $321K as of Q3 2026.
First Bancorp left its Dimensional US Marketwide Value ETF share count unchanged in Q3 2026.
Dimensional US Marketwide Value ETF made up 0.13% of First Bancorp's portfolio in Q3 2026, its #106 holding.
First Bancorp first reported a position in Dimensional US Marketwide Value ETF in Q2 2025 and has held it in 6 quarters since.
First Bancorp's Dimensional US Marketwide Value ETF position peaked at $321K in Q2 2026.
323 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on First Bancorp's 13F filing for Q3 2026, filed 26 Oct 2026.