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Klingman & Associates’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Klingman & Associates’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 		$1.53M Buy
31,543
+86
+0.3% +$4.22K 0.07% 101
2025
Q4 		$1.47M Buy
+31,457
New +$1.43M 0.07% 103

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

Klingman & Associates's DFUV Position: Q1 2026 in Review

Klingman & Associates increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.27% in Q1 2026, buying an estimated $4.22K and bringing the position to 31,543 shares worth $1.53M. The position accounts for 0.07% of the portfolio, ranked #101.

Klingman & Associates first reported a position in DFUV in Q4 2025 and has held it in 2 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Klingman & Associates held 31,543 shares of Dimensional US Marketwide Value ETF worth $1.53M as of Q1 2026.
  • Klingman & Associates bought 86 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $4.22K.
  • Dimensional US Marketwide Value ETF made up 0.07% of Klingman & Associates's portfolio in Q1 2026, its #101 holding.
  • Klingman & Associates first reported a position in Dimensional US Marketwide Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.