Greenspring Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Greenspring Advisors’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	$9.69M	Sell	199,911 -3,890	-2%	-$191K	0.59%	20
2025 Q4	$9.5M	Buy	203,801 +172,290	+547%	+$7.81M	0.58%	23
2025 Q3	$1.41M	Buy	+31,511	New	+$1.37M	0.25%	34
2025 Q1	$1.3M	Hold	31,511	–	–	0.31%	28
2024 Q4	$1.29M	Hold	31,511	–	–	0.28%	28
2024 Q3	$1.31M	Hold	31,511	–	–	0.29%	26
2024 Q2	$1.24M	Hold	31,511	–	–	0.3%	23
2024 Q1	$1.29M	Hold	31,511	–	–	0.32%	23
2023 Q4	$1.17M	Hold	31,511	–	–	0.32%	25
2023 Q3	$1.07M	Hold	31,511	–	–	0.34%	24
2023 Q2	$1.09M	Sell	31,511 -48,246	-60%	-$1.61M	0.33%	23
2023 Q1	$2.67M	Buy	79,757 +46,087	+137%	+$1.58M	0.58%	21
2022 Q4	$1.13M	Hold	33,670	–	–	0.3%	41
2022 Q3	$997K	Hold	33,670	–	–	0.31%	39
2022 Q2	$1.06M	Buy	+33,670	New	+$1.12M	0.31%	35

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

Greenspring Advisors's DFUV Position: Q1 2026 in Review

Greenspring Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.9% in Q1 2026, selling an estimated $191K and leaving 199,911 shares worth $9.69M. The position accounts for 0.59% of the portfolio, ranked #20.

Greenspring Advisors first reported a position in DFUV in Q2 2022 and has held it in 15 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

Greenspring Advisors held 199,911 shares of Dimensional US Marketwide Value ETF worth $9.69M as of Q1 2026.
Greenspring Advisors sold 3,890 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $191K.
Dimensional US Marketwide Value ETF made up 0.59% of Greenspring Advisors's portfolio in Q1 2026, its #20 holding.
Greenspring Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 15 quarters since.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Greenspring Advisors's 13F filing for Q1 2026, filed 5 May 2026.