Jackson Hole Capital Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Jackson Hole Capital Partners’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	–	Sell	-2,783	Closed	-$130K	–	317
2025 Q4	$130K	Buy	2,783 +9	+0.3%	+$408	0.02%	227
2025 Q3	$124K	Buy	2,774 +13	+0.5%	+$566	0.02%	222
2025 Q2	$117K	Buy	2,761 +13	+0.5%	+$522	0.02%	213
2025 Q1	$113K	Buy	2,748 +11	+0.4%	+$462	0.02%	213
2024 Q4	$112K	Buy	2,737 +11	+0.4%	+$467	0.02%	214
2024 Q3	$114K	Buy	2,726 +12	+0.4%	+$485	0.02%	208
2024 Q2	$107K	Sell	2,714 -2,691	-50%	-$106K	0.02%	210
2024 Q1	$221K	Hold	5,405	–	–	0.05%	184
2023 Q4	$201K	Hold	5,405	–	–	0.05%	191
2023 Q3	$184K	Hold	5,405	–	–	0.05%	184
2023 Q2	$186K	Hold	5,405	–	–	0.05%	196
2023 Q1	$181K	Hold	5,405	–	–	0.05%	218
2022 Q4	$181K	Hold	5,405	–	–	0.05%	181
2022 Q3	$160K	Hold	5,405	–	–	0.05%	182
2022 Q2	$171K	Buy	+5,405	New	+$180K	0.05%	173

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

Jackson Hole Capital Partners's DFUV Position: Q1 2026 in Review

Jackson Hole Capital Partners sold out of Dimensional US Marketwide Value ETF (DFUV) in Q1 2026, closing a stake of 2,783 shares — an estimated $130K sold.

Jackson Hole Capital Partners first reported a position in DFUV in Q2 2022 and held it in 15 quarters. The position peaked at $221K in Q1 2024. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

Jackson Hole Capital Partners reported no remaining Dimensional US Marketwide Value ETF position as of Q1 2026 after selling out during the quarter.
Jackson Hole Capital Partners sold 2,783 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $130K.
Jackson Hole Capital Partners first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and held it in 15 quarters.
Jackson Hole Capital Partners's Dimensional US Marketwide Value ETF position peaked at $221K in Q1 2024.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.