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Gilbert & Cook’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Gilbert & Cook’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 		$640K Sell
13,217
-296
-2% -$14.5K 0.08% 125
2025
Q4 		$630K Sell
13,513
-1,395
-9% -$63.3K 0.08% 131
2025
Q3 		$666K Buy
+14,908
New +$649K 0.09% 114

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

Gilbert & Cook's DFUV Position: Q1 2026 in Review

Gilbert & Cook reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 2.2% in Q1 2026, selling an estimated $14.5K and leaving 13,217 shares worth $640K. The position accounts for 0.08% of the portfolio, ranked #125.

Gilbert & Cook first reported a position in DFUV in Q3 2025 and has held it in 3 quarters since. The position peaked at $666K in Q3 2025. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Gilbert & Cook held 13,217 shares of Dimensional US Marketwide Value ETF worth $640K as of Q1 2026.
  • Gilbert & Cook sold 296 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $14.5K.
  • Dimensional US Marketwide Value ETF made up 0.08% of Gilbert & Cook's portfolio in Q1 2026, its #125 holding.
  • Gilbert & Cook first reported a position in Dimensional US Marketwide Value ETF in Q3 2025 and has held it in 3 quarters since.
  • Gilbert & Cook's Dimensional US Marketwide Value ETF position peaked at $666K in Q3 2025.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Gilbert & Cook's 13F filing for Q1 2026, filed 5 May 2026.