Grandfield & Dodd’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Grandfield & Dodd’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	$319K	Hold	6,583	–	–	0.02%	175
2025 Q4	$307K	Hold	6,583	–	–	0.02%	178
2025 Q3	$294K	Hold	6,583	–	–	0.02%	182
2025 Q2	$278K	Sell	6,583 -625	-9%	-$25.1K	0.02%	181
2025 Q1	$297K	Hold	7,208	–	–	0.02%	172
2024 Q4	$295K	Hold	7,208	–	–	0.02%	176
2024 Q3	$301K	Hold	7,208	–	–	0.02%	176
2024 Q2	$283K	Sell	7,208 -1,425	-17%	-$56.4K	0.02%	176
2024 Q1	$353K	Hold	8,633	–	–	0.02%	159
2023 Q4	$321K	Hold	8,633	–	–	0.02%	158
2023 Q3	$294K	Sell	8,633 -200	-2%	-$7.01K	0.02%	161
2023 Q2	$305K	Sell	8,833 -1,136	-11%	-$38K	0.02%	161
2023 Q1	$334K	Sell	9,969 -622	-6%	-$21.3K	0.02%	159
2022 Q4	$355K	Hold	10,591	–	–	0.03%	151
2022 Q3	$310K	Hold	10,591	–	–	0.03%	151
2022 Q2	$330K	Buy	+10,591	New	+$352K	0.03%	151

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Grandfield & Dodd's DFUV Position: Q1 2026 in Review

Grandfield & Dodd held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q1 2026 at 6,583 shares worth $319K. The position accounts for 0.02% of the portfolio, ranked #175.

Grandfield & Dodd first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. The position peaked at $355K in Q4 2022. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

Grandfield & Dodd held 6,583 shares of Dimensional US Marketwide Value ETF worth $319K as of Q1 2026.
Grandfield & Dodd left its Dimensional US Marketwide Value ETF share count unchanged in Q1 2026.
Dimensional US Marketwide Value ETF made up 0.02% of Grandfield & Dodd's portfolio in Q1 2026, its #175 holding.
Grandfield & Dodd first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
Grandfield & Dodd's Dimensional US Marketwide Value ETF position peaked at $355K in Q4 2022.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Grandfield & Dodd's 13F filing for Q1 2026, filed 7 May 2026.