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Forvis Mazars Wealth Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Forvis Mazars Wealth Advisors’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 		$404K Buy
8,340
+2,913
+54% +$143K 0.01% 313
2025
Q4 		$253K Hold
5,427
– – ﹤0.01% 376
2025
Q3 		$243K Buy
+5,427
New +$236K ﹤0.01% 377
2025
Q1 		– Sell
-6,649
Closed -$272K – 397
2024
Q4 		$272K Buy
6,649
+1
+0% +$42 0.01% 380
2024
Q3 		$277K Buy
6,648
+1
+0% +$40 0.01% 393
2024
Q2 		$261K Sell
6,647
-55
-0.8% -$2.18K 0.01% 365
2024
Q1 		$274K Sell
6,702
-99
-1% -$3.78K 0.01% 358
2023
Q4 		$253K Sell
6,801
-530
-7% -$18.2K 0.01% 352
2023
Q3 		$249K Sell
7,331
-417
-5% -$14.6K 0.01% 350
2023
Q2 		$267K Hold
7,748
– – 0.01% 369
2023
Q1 		$259K Sell
7,748
-360
-4% -$12.3K 0.01% 359
2022
Q4 		$271K Sell
8,108
-999
-11% -$33.2K 0.01% 342
2022
Q3 		$269K Buy
+9,107
New +$296K 0.01% 334

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

Forvis Mazars Wealth Advisors's DFUV Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its Dimensional US Marketwide Value ETF (DFUV) stake by 54% in Q1 2026, buying an estimated $143K and bringing the position to 8,340 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #313.

Forvis Mazars Wealth Advisors first reported a position in DFUV in Q3 2022 and has held it in 13 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 8,340 shares of Dimensional US Marketwide Value ETF worth $404K as of Q1 2026.
  • Forvis Mazars Wealth Advisors bought 2,913 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $143K.
  • Dimensional US Marketwide Value ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #313 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and has held it in 13 quarters since.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.