IFA
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Index Fund Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Index Fund 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 		$278M Buy
5,738,753
+5,083
+0.1% +$249K 12.52% 4
2025
Q4 		$267M Sell
5,733,670
-93,610
-2% -$4.25M 12.54% 4
2025
Q3 		$260M Buy
5,827,280
+560,081
+11% +$24.4M 12.63% 4
2025
Q2 		$223M Sell
5,267,199
-141,950
-3% -$5.7M 12.5% 4
2025
Q1 		$223M Sell
5,409,149
-751,237
-12% -$31.5M 13.79% 4
2024
Q4 		$252M Sell
6,160,386
-167,743
-3% -$7.12M 13.63% 4
2024
Q3 		$264M Sell
6,328,129
-185,400
-3% -$7.49M 13.98% 4
2024
Q2 		$256M Sell
6,513,529
-176,716
-3% -$6.99M 14.46% 4
2024
Q1 		$274M Sell
6,690,245
-103,812
-2% -$3.97M 15.11% 4
2023
Q4 		$253M Sell
6,794,057
-135,943
-2% -$4.68M 14.85% 4
2023
Q3 		$236M Sell
6,930,000
-73,838
-1% -$2.59M 15.66% 4
2023
Q2 		$242M Sell
7,003,838
-121,771
-2% -$4.07M 15.81% 4
2023
Q1 		$239M Sell
7,125,609
-111,711
-2% -$3.82M 16.3% 4
2022
Q4 		$242M Buy
7,237,320
+8,087
+0.1% +$269K 17.04% 4
2022
Q3 		$214M Buy
7,229,233
+240,698
+3% +$7.83M 16.58% 4
2022
Q2 		$221M Buy
+6,988,535
New +$233M 16.72% 4

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
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
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Index Fund Advisors's DFUV Position: Q1 2026 in Review

Index Fund Advisors increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.09% in Q1 2026, buying an estimated $249K and bringing the position to 5,738,753 shares worth $278M. The position accounts for 12.52% of the portfolio, ranked #4.

Index Fund Advisors 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.

  • Index Fund Advisors held 5,738,753 shares of Dimensional US Marketwide Value ETF worth $278M as of Q1 2026.
  • Index Fund Advisors bought 5,083 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $249K.
  • Dimensional US Marketwide Value ETF made up 12.52% of Index Fund Advisors's portfolio in Q1 2026, its #4 holding.
  • Index Fund Advisors 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 Index Fund Advisors's 13F filing for Q1 2026, filed 12 May 2026.