IWC
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Integrated Wealth Concepts’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Integrated Wealth Concepts’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 		$36.8M Buy
759,047
+100,934
+15% +$4.95M 0.29% 67
2025
Q4 		$30.7M Sell
658,113
-54,942
-8% -$2.49M 0.36% 58
2025
Q3 		$31.9M Buy
713,055
+5,499
+0.8% +$239K 0.29% 67
2025
Q2 		$29.9M Buy
707,556
+6,272
+0.9% +$252K 0.3% 67
2025
Q1 		$28.9M Buy
701,284
+3,440
+0.5% +$144K 0.34% 60
2024
Q4 		$28.6M Sell
697,844
-282,418
-29% -$12M 0.33% 61
2024
Q3 		$40.9M Buy
980,262
+10,827
+1% +$438K 0.5% 36
2024
Q2 		$38.1M Buy
969,435
+307,220
+46% +$12.2M 0.52% 35
2024
Q1 		$27.1M Buy
662,215
+4,797
+0.7% +$183K 0.39% 43
2023
Q4 		$24.5M Buy
657,418
+365
+0.1% +$12.6K 0.4% 45
2023
Q3 		$22.4M Sell
657,053
-1,663
-0.3% -$58.3K 0.39% 51
2023
Q2 		$22.7M Sell
658,716
-2,605
-0.4% -$87K 0.39% 53
2023
Q1 		$22.1M Buy
661,321
+326,818
+98% +$11.2M 0.46% 45
2022
Q4 		$11.2M Buy
334,503
+5,324
+2% +$177K 0.3% 67
2022
Q3 		$9.75M Buy
329,179
+1,164
+0.4% +$37.9K 0.31% 69
2022
Q2 		$10.4M Buy
+328,015
New +$10.9M 0.32% 68

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

Integrated Wealth Concepts's DFUV Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Dimensional US Marketwide Value ETF (DFUV) stake by 15% in Q1 2026, buying an estimated $4.95M and bringing the position to 759,047 shares worth $36.8M. The position accounts for 0.29% of the portfolio, ranked #67.

Integrated Wealth Concepts first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. The position peaked at $40.9M in Q3 2024. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Integrated Wealth Concepts held 759,047 shares of Dimensional US Marketwide Value ETF worth $36.8M as of Q1 2026.
  • Integrated Wealth Concepts bought 100,934 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $4.95M.
  • Dimensional US Marketwide Value ETF made up 0.29% of Integrated Wealth Concepts's portfolio in Q1 2026, its #67 holding.
  • Integrated Wealth Concepts first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
  • Integrated Wealth Concepts's Dimensional US Marketwide Value ETF position peaked at $40.9M in Q3 2024.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.