Janney Montgomery Scott
DFUV icon

Janney Montgomery Scott’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Janney Montgomery Scott’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 		$1.15M Buy
23,785
+4,716
+25% +$231K ﹤0.01% 1569
2025
Q4 		$888K Sell
19,069
-149
-0.8% -$6.76K ﹤0.01% 1804
2025
Q3 		$859K Hold
19,218
– – ﹤0.01% 1798
2025
Q2 		$813K Buy
19,218
+856
+5% +$34.4K ﹤0.01% 1719
2025
Q1 		$757K Buy
18,362
+3,733
+26% +$157K ﹤0.01% 1721
2024
Q4 		$599K Buy
14,629
+2,699
+23% +$115K ﹤0.01% 1879
2024
Q3 		$497K Buy
11,930
+1,442
+14% +$58.3K ﹤0.01% 1974
2024
Q2 		$412K Buy
10,488
+1,497
+17% +$59.2K ﹤0.01% 2020
2024
Q1 		$368K Hold
8,991
– – ﹤0.01% 2200
2023
Q4 		$335K Sell
8,991
-2,850
-24% -$98.1K ﹤0.01% 2149
2023
Q3 		$403K Hold
11,841
– – ﹤0.01% 1937
2023
Q2 		$409K Hold
11,841
– – ﹤0.01% 2018
2023
Q1 		$396K Hold
11,841
– – ﹤0.01% 1870
2022
Q4 		$396K Sell
11,841
-2,986
-20% -$99.2K ﹤0.01% 1926
2022
Q3 		$439K Buy
14,827
+1,743
+13% +$56.7K ﹤0.01% 1779
2022
Q2 		$416K Buy
+13,084
New +$435K ﹤0.01% 1706

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

Janney Montgomery Scott's DFUV Position: Q1 2026 in Review

Janney Montgomery Scott increased its Dimensional US Marketwide Value ETF (DFUV) stake by 25% in Q1 2026, buying an estimated $231K and bringing the position to 23,785 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

Janney Montgomery Scott 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.

  • Janney Montgomery Scott held 23,785 shares of Dimensional US Marketwide Value ETF worth $1.15M as of Q1 2026.
  • Janney Montgomery Scott bought 4,716 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $231K.
  • Dimensional US Marketwide Value ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1569 holding.
  • Janney Montgomery Scott 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 Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.