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Heritage Wealth Management (Texas)’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Heritage Wealth Management (Texas)’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 		$33.3M Buy
687,946
+12,201
+2% +$599K 14.25% 2
2025
Q4 		$31.5M Sell
675,745
-3,121
-0.5% -$142K 13.66% 2
2025
Q3 		$30.3M Buy
678,866
+5,505
+0.8% +$240K 13.38% 2
2025
Q2 		$28.5M Sell
673,361
-54,784
-8% -$2.2M 14.15% 2
2025
Q1 		$30M Buy
728,145
+12,652
+2% +$531K 17.38% 2
2024
Q4 		$29.3M Buy
715,493
+56,189
+9% +$2.38M 17.23% 2
2024
Q3 		$27.5M Buy
659,304
+18,574
+3% +$751K 15.93% 2
2024
Q2 		$25.2M Buy
640,730
+46,339
+8% +$1.83M 15.68% 2
2024
Q1 		$24.3M Buy
594,391
+19,002
+3% +$726K 15.79% 2
2023
Q4 		$21.4M Buy
575,389
+26,438
+5% +$910K 15.09% 2
2023
Q3 		$18.7M Buy
548,951
+5,945
+1% +$208K 16.95% 2
2023
Q2 		$18.7M Buy
543,006
+29,541
+6% +$987K 16.59% 2
2023
Q1 		$17.2M Buy
513,465
+47,358
+10% +$1.62M 16.55% 2
2022
Q4 		$15.6M Buy
+466,107
New +$15.5M 15.83% 2

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

Heritage Wealth Management (Texas)'s DFUV Position: Q1 2026 in Review

Heritage Wealth Management (Texas) increased its Dimensional US Marketwide Value ETF (DFUV) stake by 1.8% in Q1 2026, buying an estimated $599K and bringing the position to 687,946 shares worth $33.3M. The position accounts for 14.25% of the portfolio, ranked #2.

Heritage Wealth Management (Texas) first reported a position in DFUV in Q4 2022 and has held it in 14 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Heritage Wealth Management (Texas) held 687,946 shares of Dimensional US Marketwide Value ETF worth $33.3M as of Q1 2026.
  • Heritage Wealth Management (Texas) bought 12,201 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $599K.
  • Dimensional US Marketwide Value ETF made up 14.25% of Heritage Wealth Management (Texas)'s portfolio in Q1 2026, its #2 holding.
  • Heritage Wealth Management (Texas) first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q1 2026, filed 6 May 2026.