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Leo Wealth LLC’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Leo Wealth LLC’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 		$610K Sell
12,589
-831
-6% -$40.8K 0.04% 241
2025
Q4 		$625K Sell
13,420
-126
-0.9% -$5.71K 0.05% 229
2025
Q3 		$605K Sell
13,546
-1,106
-8% -$48.2K 0.08% 158
2025
Q2 		$620K Buy
14,652
+68
+0.5% +$2.73K 0.05% 211
2025
Q1 		$601K Buy
14,584
+58
+0.4% +$2.44K 0.09% 160
2024
Q4 		$594K Sell
14,526
-836
-5% -$35.5K 0.05% 211
2024
Q3 		$640K Buy
15,362
+65
+0.4% +$2.63K 0.06% 195
2024
Q2 		$601K Buy
15,297
+69
+0.5% +$2.73K 0.06% 200
2024
Q1 		$623K Buy
15,228
+55
+0.4% +$2.1K 0.06% 193
2023
Q4 		$565K Buy
+15,173
New +$522K 0.06% 193

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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 $77.5B AUM 28.19% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 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 $860B AUM 41.15% 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

Leo Wealth LLC's DFUV Position: Q1 2026 in Review

Leo Wealth LLC reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 6.2% in Q1 2026, selling an estimated $40.8K and leaving 12,589 shares worth $610K. The position accounts for 0.04% of the portfolio, ranked #241.

Leo Wealth LLC first reported a position in DFUV in Q4 2023 and has held it in 10 quarters since. The position peaked at $640K in Q3 2024. 768 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Leo Wealth LLC held 12,589 shares of Dimensional US Marketwide Value ETF worth $610K as of Q1 2026.
  • Leo Wealth LLC sold 831 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $40.8K.
  • Dimensional US Marketwide Value ETF made up 0.04% of Leo Wealth LLC's portfolio in Q1 2026, its #241 holding.
  • Leo Wealth LLC first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 10 quarters since.
  • Leo Wealth LLC's Dimensional US Marketwide Value ETF position peaked at $640K in Q3 2024.
  • 768 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.