IAG
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Investmark Advisory Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Investmark Advisory Group’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 		$11M Sell
227,057
-7,416
-3% -$364K 4.71% 2
2025
Q4 		$10.9M Sell
234,473
-4,200
-2% -$190K 4.65% 3
2025
Q3 		$10.7M Sell
238,673
-231,856
-49% -$10.1M 4.63% 3
2025
Q2 		$19.9M Sell
470,529
-35,787
-7% -$1.44M 9.32% 1
2025
Q1 		$20.9M Buy
506,316
+5,292
+1% +$222K 10.31% 1
2024
Q4 		$20.5M Buy
501,024
+11,271
+2% +$478K 10.05% 1
2024
Q3 		$20.4M Buy
489,753
+11,422
+2% +$462K 9.91% 1
2024
Q2 		$18.8M Buy
478,331
+11,625
+2% +$460K 10.02% 1
2024
Q1 		$19.1M Buy
466,706
+8,204
+2% +$313K 10.47% 1
2023
Q4 		$17.1M Sell
458,502
-3,864
-0.8% -$133K 10.01% 1
2023
Q3 		$15.7M Buy
462,366
+14,543
+3% +$509K 10.66% 1
2023
Q2 		$15.4M Buy
447,823
+4,643
+1% +$155K 10.3% 1
2023
Q1 		$14.8M Buy
443,180
+2,840
+0.6% +$97.2K 10.9% 1
2022
Q4 		$14.7M Buy
440,340
+42,168
+11% +$1.4M 10.93% 1
2022
Q3 		$11.8M Buy
398,172
+41,873
+12% +$1.36M 10.59% 1
2022
Q2 		$11.3M Buy
+356,299
New +$11.9M 11.13% 1

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

Investmark Advisory Group's DFUV Position: Q1 2026 in Review

Investmark Advisory Group reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 3.2% in Q1 2026, selling an estimated $364K and leaving 227,057 shares worth $11M. The position accounts for 4.71% of the portfolio, ranked #2.

Investmark Advisory Group first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. The position peaked at $20.9M in Q1 2025. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Investmark Advisory Group held 227,057 shares of Dimensional US Marketwide Value ETF worth $11M as of Q1 2026.
  • Investmark Advisory Group sold 7,416 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $364K.
  • Dimensional US Marketwide Value ETF made up 4.71% of Investmark Advisory Group's portfolio in Q1 2026, its #2 holding.
  • Investmark Advisory Group first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
  • Investmark Advisory Group's Dimensional US Marketwide Value ETF position peaked at $20.9M in Q1 2025.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.