Focus Partners Wealth
DFUV icon

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

Focus Partners Wealth’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 		$712M Sell
14,695,031
-72,756
-0.5% -$3.57M 0.79% 24
2025
Q4 		$688M Buy
14,767,787
+85,893
+0.6% +$3.9M 0.78% 27
2025
Q3 		$656M Buy
14,681,894
+1,316,062
+10% +$57.3M 1.06% 17
2025
Q2 		$565M Sell
13,365,832
-1,508,519
-10% -$60.6M 1.22% 14
2025
Q1 		$613M Buy
14,874,351
+404,506
+3% +$17M 1.54% 7
2024
Q4 		$592M Buy
14,469,845
+81,118
+0.6% +$3.44M 1.54% 8
2024
Q3 		$600M Buy
14,388,727
+14,364,814
+60,071% +$581M 1.91% 7
2024
Q2 		$939K Buy
23,913
+916
+4% +$36.2K ﹤0.01% 807
2024
Q1 		$941K Hold
22,997
– – 0.01% 616
2023
Q4 		$856K Buy
+22,997
New +$792K 0.01% 478

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
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
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

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

Focus Partners Wealth reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.49% in Q1 2026, selling an estimated $3.57M and leaving 14,695,031 shares worth $712M. The position accounts for 0.79% of the portfolio, ranked #24.

Focus Partners Wealth first reported a position in DFUV in Q4 2023 and has held it in 10 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Focus Partners Wealth held 14,695,031 shares of Dimensional US Marketwide Value ETF worth $712M as of Q1 2026.
  • Focus Partners Wealth sold 72,756 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $3.57M.
  • Dimensional US Marketwide Value ETF made up 0.79% of Focus Partners Wealth's portfolio in Q1 2026, its #24 holding.
  • Focus Partners Wealth first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.