IFS
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Intelligent Financial Strategies’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Intelligent Financial Strategies’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 		$4.06M Sell
83,718
-23,004
-22% -$1.13M 2.11% 11
2025
Q4 		$4.97M Sell
106,722
-1,217
-1% -$55.2K 2.39% 9
2025
Q3 		$4.82M Sell
107,939
-2,849
-3% -$124K 2.35% 9
2025
Q2 		$4.68M Sell
110,788
-2,645
-2% -$106K 2.49% 7
2025
Q1 		$4.67M Sell
113,433
-1,650
-1% -$69.3K 2.44% 6
2024
Q4 		$4.71M Sell
115,083
-1,550
-1% -$65.8K 2.61% 6
2024
Q3 		$4.86M Sell
116,633
-2,848
-2% -$115K 2.68% 5
2024
Q2 		$4.69M Sell
119,481
-1,246
-1% -$49.3K 2.89% 5
2024
Q1 		$4.94M Sell
120,727
-2,819
-2% -$108K 3.06% 5
2023
Q4 		$4.6M Sell
123,546
-1,291
-1% -$44.4K 3.22% 6
2023
Q3 		$4.25M Sell
124,837
-699
-0.6% -$24.5K 3.15% 6
2023
Q2 		$4.33M Sell
125,536
-3,337
-3% -$111K 3.16% 6
2023
Q1 		$4.31M Sell
128,873
-6,142
-5% -$210K 3.38% 6
2022
Q4 		$4.52M Sell
135,015
-844
-0.6% -$28K 3.81% 6
2022
Q3 		$4.02M Sell
135,859
-7,956
-6% -$259K 4.22% 5
2022
Q2 		$4.54M Buy
+143,815
New +$4.79M 4.62% 6

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

Intelligent Financial Strategies's DFUV Position: Q1 2026 in Review

Intelligent Financial Strategies reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 22% in Q1 2026, selling an estimated $1.13M and leaving 83,718 shares worth $4.06M. The position accounts for 2.11% of the portfolio, ranked #11.

Intelligent Financial Strategies first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.97M in Q4 2025. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Intelligent Financial Strategies held 83,718 shares of Dimensional US Marketwide Value ETF worth $4.06M as of Q1 2026.
  • Intelligent Financial Strategies sold 23,004 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $1.13M.
  • Dimensional US Marketwide Value ETF made up 2.11% of Intelligent Financial Strategies's portfolio in Q1 2026, its #11 holding.
  • Intelligent Financial Strategies first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
  • Intelligent Financial Strategies's Dimensional US Marketwide Value ETF position peaked at $4.97M in Q4 2025.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Intelligent Financial Strategies's 13F filing for Q1 2026, filed 28 Apr 2026.