IAG Wealth Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

IAG Wealth Partners’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	$22.1K	Hold	456	–	–	﹤0.01%	294
2025 Q4	$21.2K	Hold	456	–	–	﹤0.01%	283
2025 Q3	$20.4K	Hold	456	–	–	﹤0.01%	303
2025 Q2	$19.3K	Hold	456	–	–	﹤0.01%	284
2025 Q1	$18.8K	Hold	456	–	–	﹤0.01%	280
2024 Q4	$18.7K	Hold	456	–	–	﹤0.01%	289
2024 Q3	$19K	Hold	456	–	–	﹤0.01%	283
2024 Q2	$17.9K	Hold	456	–	–	﹤0.01%	275
2024 Q1	$18.6K	Hold	456	–	–	﹤0.01%	242
2023 Q4	$17K	Hold	456	–	–	﹤0.01%	248
2023 Q3	$15.5K	Hold	456	–	–	﹤0.01%	247
2023 Q2	$15.7K	Hold	456	–	–	﹤0.01%	262
2023 Q1	$15.3K	Hold	456	–	–	﹤0.01%	257
2022 Q4	$15.3K	Hold	456	–	–	﹤0.01%	243
2022 Q3	$14K	Hold	456	–	–	﹤0.01%	236
2022 Q2	$14K	Buy	+456	New	+$15.2K	﹤0.01%	239

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

IAG Wealth Partners's DFUV Position: Q1 2026 in Review

IAG Wealth Partners held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q1 2026 at 456 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

IAG Wealth Partners first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

IAG Wealth Partners held 456 shares of Dimensional US Marketwide Value ETF worth $22.1K as of Q1 2026.
IAG Wealth Partners left its Dimensional US Marketwide Value ETF share count unchanged in Q1 2026.
Dimensional US Marketwide Value ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #294 holding.
IAG Wealth Partners first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.