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Geneos Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Geneos Wealth Management’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 		$59.7K Hold
1,231
– – ﹤0.01% 1352
2025
Q4 		$57.4K Hold
1,231
– – ﹤0.01% 1344
2025
Q3 		$55K Hold
1,231
– – ﹤0.01% 1350
2025
Q2 		$52K Sell
1,231
-18,739
-94% -$753K ﹤0.01% 1550
2025
Q1 		$823K Buy
19,970
+9,985
+100% +$419K 0.01% 733
2024
Q4 		$409K Buy
+9,985
New +$424K 0.01% 634

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

Geneos Wealth Management's DFUV Position: Q1 2026 in Review

Geneos Wealth Management held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q1 2026 at 1,231 shares worth $59.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1352.

Geneos Wealth Management first reported a position in DFUV in Q4 2024 and has held it in 6 quarters since. The position peaked at $823K in Q1 2025. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Geneos Wealth Management held 1,231 shares of Dimensional US Marketwide Value ETF worth $59.7K as of Q1 2026.
  • Geneos Wealth Management left its Dimensional US Marketwide Value ETF share count unchanged in Q1 2026.
  • Dimensional US Marketwide Value ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1352 holding.
  • Geneos Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Geneos Wealth Management's Dimensional US Marketwide Value ETF position peaked at $823K in Q1 2025.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.