IEQ Capital’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

IEQ Capital’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	$2.3M	Buy	47,429 +40	+0.1%	+$1.96K	0.01%	719
2025 Q4	$2.21M	Buy	47,389 +48	+0.1%	+$2.18K	0.01%	757
2025 Q3	$2.12M	Sell	47,341 -4,479	-9%	-$195K	0.01%	741
2025 Q2	$2.19M	Buy	51,820 +19,652	+61%	+$789K	0.01%	621
2025 Q1	$1.33M	Buy	32,168 +3,670	+13%	+$154K	0.01%	680
2024 Q4	$1.17M	Buy	28,498 +41	+0.1%	+$1.74K	0.01%	621
2024 Q3	$1.19M	Buy	28,457 +42	+0.1%	+$1.7K	0.01%	489
2024 Q2	$1.12M	Buy	28,415 +10,191	+56%	+$403K	0.02%	454
2024 Q1	$745K	Sell	18,224 -490	-3%	-$18.7K	0.01%	524
2023 Q4	$697K	Buy	18,714 +9,718	+108%	+$335K	0.01%	499
2023 Q3	$306K	Hold	8,996	–	–	0.01%	719
2023 Q2	$310K	Hold	8,996	–	–	0.01%	667
2023 Q1	$301K	Hold	8,996	–	–	0.01%	716
2022 Q4	$301K	Hold	8,996	–	–	0.01%	627
2022 Q3	$266K	Hold	8,996	–	–	0.01%	690
2022 Q2	$284K	Buy	+8,996	New	+$299K	0.01%	620

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

IEQ Capital's DFUV Position: Q1 2026 in Review

IEQ Capital increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.08% in Q1 2026, buying an estimated $1.96K and bringing the position to 47,429 shares worth $2.3M. The position accounts for 0.01% of the portfolio, ranked #719.

IEQ Capital 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.

IEQ Capital held 47,429 shares of Dimensional US Marketwide Value ETF worth $2.3M as of Q1 2026.
IEQ Capital bought 40 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $1.96K.
Dimensional US Marketwide Value ETF made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #719 holding.
IEQ Capital 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 IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.