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Larson Financial Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Larson Financial Group’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 		$15.5M Sell
319,918
-1,465
-0.5% -$71.9K 0.49% 43
2025
Q4 		$15M Sell
321,383
-5,356
-2% -$243K 0.5% 43
2025
Q3 		$14.6M Sell
326,739
-6,287
-2% -$274K 0.51% 44
2025
Q2 		$14.1M Sell
333,026
-10,579
-3% -$425K 0.56% 37
2025
Q1 		$14.2M Sell
343,605
-5,397
-2% -$227K 0.67% 35
2024
Q4 		$14.3M Sell
349,002
-4,998
-1% -$212K 0.74% 25
2024
Q3 		$14.8M Sell
354,000
-7,504
-2% -$303K 0.84% 24
2024
Q2 		$14.2M Sell
361,504
-11,634
-3% -$460K 0.97% 22
2024
Q1 		$15.3M Sell
373,138
-12,570
-3% -$480K 1.18% 19
2023
Q4 		$14.4M Sell
385,708
-5,429
-1% -$187K 1.25% 21
2023
Q3 		$13.3M Sell
391,137
-268
-0.1% -$9.39K 1.31% 17
2023
Q2 		$13.5M Sell
391,405
-632
-0.2% -$21.1K 1.35% 19
2023
Q1 		$13.1M Buy
392,037
+236
+0.1% +$8.08K 1.43% 17
2022
Q4 		$13.1M Sell
391,801
-75,527
-16% -$2.51M 1.57% 14
2022
Q3 		$13.8M Sell
467,328
-3,474
-0.7% -$113K 1.97% 11
2022
Q2 		$14.9M Buy
+470,802
New +$15.7M 2.57% 11

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

Larson Financial Group's DFUV Position: Q1 2026 in Review

Larson Financial Group reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.46% in Q1 2026, selling an estimated $71.9K and leaving 319,918 shares worth $15.5M. The position accounts for 0.49% of the portfolio, ranked #43.

Larson Financial Group 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.

  • Larson Financial Group held 319,918 shares of Dimensional US Marketwide Value ETF worth $15.5M as of Q1 2026.
  • Larson Financial Group sold 1,465 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $71.9K.
  • Dimensional US Marketwide Value ETF made up 0.49% of Larson Financial Group's portfolio in Q1 2026, its #43 holding.
  • Larson Financial Group 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 Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.