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

Francis Financial’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 		$1.73M Sell
35,690
-6,663
-16% -$327K 0.32% 40
2025
Q4 		$1.97M Sell
42,353
-5,891
-12% -$267K 0.39% 39
2025
Q3 		$2.16M Sell
48,244
-2,935
-6% -$128K 0.38% 36
2025
Q2 		$2.16M Sell
51,179
-363
-0.7% -$14.6K 0.5% 35
2025
Q1 		$2.12M Sell
51,542
-303
-0.6% -$12.7K 0.52% 27
2024
Q4 		$2.12M Sell
51,845
-2,789
-5% -$118K 0.54% 29
2024
Q3 		$2.28M Sell
54,634
-2,247
-4% -$90.8K 0.6% 24
2024
Q2 		$2.23M Sell
56,881
-5,391
-9% -$213K 0.68% 21
2024
Q1 		$2.55M Sell
62,272
-7,123
-10% -$272K 0.82% 19
2023
Q4 		$2.58M Sell
69,395
-11,390
-14% -$392K 1.11% 14
2023
Q3 		$2.75M Sell
80,785
-18,500
-19% -$648K 1.43% 12
2023
Q2 		$3.43M Sell
99,285
-55,196
-36% -$1.84M 1.85% 11
2023
Q1 		$5.17M Sell
154,481
-23,374
-13% -$800K 3.5% 8
2022
Q4 		$5.95M Buy
177,855
+5,259
+3% +$175K 5.54% 5
2022
Q3 		$5.11M Buy
172,596
+735
+0.4% +$23.9K 5.22% 6
2022
Q2 		$5.62M Buy
+171,861
New +$5.72M 4.98% 7

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

Francis Financial's DFUV Position: Q1 2026 in Review

Francis Financial reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 16% in Q1 2026, selling an estimated $327K and leaving 35,690 shares worth $1.73M. The position accounts for 0.32% of the portfolio, ranked #40.

Francis Financial first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. The position peaked at $5.95M in Q4 2022. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Francis Financial held 35,690 shares of Dimensional US Marketwide Value ETF worth $1.73M as of Q1 2026.
  • Francis Financial sold 6,663 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $327K.
  • Dimensional US Marketwide Value ETF made up 0.32% of Francis Financial's portfolio in Q1 2026, its #40 holding.
  • Francis Financial first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
  • Francis Financial's Dimensional US Marketwide Value ETF position peaked at $5.95M in Q4 2022.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Francis Financial's 13F filing for Q1 2026, filed 7 May 2026.