Jim Simons
DFUV icon

Jim Simons’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Jim Simons’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 		$1.7M Buy
+35,100
New +$1.72M ﹤0.01% 1985
2025
Q3 		– Sell
-11,400
Closed -$482K – 3584
2025
Q2 		$482K Buy
+11,400
New +$458K ﹤0.01% 2847
2024
Q2 		– Sell
-19,400
Closed -$793K – 3579
2024
Q1 		$793K Buy
+19,400
New +$741K ﹤0.01% 2630
2023
Q4 		– Sell
-12,100
Closed -$412K – 3805
2023
Q3 		$412K Sell
12,100
-11,000
-48% -$385K ﹤0.01% 2799
2023
Q2 		$797K Buy
+23,100
New +$772K ﹤0.01% 2605
2023
Q1 		– Sell
-20,800
Closed -$696K – 4050
2022
Q4 		$696K Sell
20,800
-2,400
-10% -$79.8K ﹤0.01% 2745
2022
Q3 		$687K Buy
+23,200
New +$754K ﹤0.01% 2724

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 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 $171B AUM 24.68% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Jim Simons's DFUV Position: Q1 2026 in Review

Jim Simons opened a new position in Dimensional US Marketwide Value ETF (DFUV) in Q1 2026: 35,100 shares worth $1.7M. The stake represents ﹤0.01% of the portfolio and ranks #1985 among its holdings. This is a return to the name: Jim Simons previously reported a position in DFUV as recently as Q2 2025.

Jim Simons first reported a position in DFUV in Q3 2022 and has held it in 7 quarters since. 768 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Jim Simons held 35,100 shares of Dimensional US Marketwide Value ETF worth $1.7M as of Q1 2026.
  • Dimensional US Marketwide Value ETF was a new Jim Simons position in Q1 2026.
  • Dimensional US Marketwide Value ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #1985 holding.
  • Jim Simons first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and has held it in 7 quarters since.
  • 768 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.