Great Valley Advisor Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Great Valley Advisor Group’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	$799K	Buy	16,496 +44	+0.3%	+$2.16K	0.01%	552
2025 Q4	$766K	Buy	16,452 +43	+0.3%	+$1.95K	0.01%	531
2025 Q3	$733K	Hold	16,409	–	–	0.01%	538
2025 Q2	$694K	Hold	16,409	–	–	0.02%	523
2025 Q1	$676K	Hold	16,409	–	–	0.01%	523
2024 Q4	$671K	Hold	16,409	–	–	0.02%	520
2024 Q3	$684K	Sell	16,409 -528	-3%	-$21.3K	0.02%	494
2024 Q2	$665K	Hold	16,937	–	–	0.02%	463
2024 Q1	$693K	Hold	16,937	–	–	0.02%	429
2023 Q4	$630K	Buy	+16,937	New	+$583K	0.02%	412

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

Great Valley Advisor Group's DFUV Position: Q1 2026 in Review

Great Valley Advisor Group increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.27% in Q1 2026, buying an estimated $2.16K and bringing the position to 16,496 shares worth $799K. The position accounts for 0.01% of the portfolio, ranked #552.

Great Valley Advisor Group first reported a position in DFUV in Q4 2023 and has held it in 10 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

Great Valley Advisor Group held 16,496 shares of Dimensional US Marketwide Value ETF worth $799K as of Q1 2026.
Great Valley Advisor Group bought 44 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $2.16K.
Dimensional US Marketwide Value ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #552 holding.
Great Valley Advisor Group first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 10 quarters since.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.