KDK Private Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

KDK Private Wealth Management’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	$1.04M	Hold	21,488	–	–	0.95%	22
2025 Q4	$1M	Hold	21,488	–	–	0.87%	22
2025 Q3	$960K	Hold	21,488	–	–	0.97%	21
2025 Q2	$909K	Hold	21,488	–	–	0.97%	19
2025 Q1	$886K	Hold	21,488	–	–	1.01%	20
2024 Q4	$879K	Buy	+21,488	New	+$912K	0.91%	23

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

KDK Private Wealth Management's DFUV Position: Q1 2026 in Review

KDK Private Wealth Management held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q1 2026 at 21,488 shares worth $1.04M. The position accounts for 0.95% of the portfolio, ranked #22.

KDK Private Wealth Management first reported a position in DFUV in Q4 2024 and has held it in 6 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

KDK Private Wealth Management held 21,488 shares of Dimensional US Marketwide Value ETF worth $1.04M as of Q1 2026.
KDK Private Wealth Management left its Dimensional US Marketwide Value ETF share count unchanged in Q1 2026.
Dimensional US Marketwide Value ETF made up 0.95% of KDK Private Wealth Management's portfolio in Q1 2026, its #22 holding.
KDK Private Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 6 quarters since.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on KDK Private Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.