Lido Advisors
DFUV icon

Lido Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Lido Advisors’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 		$482K Sell
9,955
-2,500
-20% -$123K ﹤0.01% 1319
2025
Q4 		$557K Hold
12,455
– – ﹤0.01% 1260
2025
Q3 		$557K Buy
12,455
+1,153
+10% +$50.2K ﹤0.01% 1197
2025
Q2 		$478K Buy
11,302
+2,397
+27% +$96.3K ﹤0.01% 1125
2025
Q1 		$367K Hold
8,905
– – ﹤0.01% 1133
2024
Q4 		$364K Hold
8,905
– – ﹤0.01% 1123
2024
Q3 		$371K Hold
8,905
– – ﹤0.01% 1071
2024
Q2 		$350K Sell
8,905
-113
-1% -$4.47K ﹤0.01% 1045
2024
Q1 		$369K Buy
+9,018
New +$344K ﹤0.01% 994

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

Lido Advisors's DFUV Position: Q1 2026 in Review

Lido Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 20% in Q1 2026, selling an estimated $123K and leaving 9,955 shares worth $482K. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

Lido Advisors first reported a position in DFUV in Q1 2024 and has held it in 9 quarters since. The position peaked at $557K in Q4 2025. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Lido Advisors held 9,955 shares of Dimensional US Marketwide Value ETF worth $482K as of Q1 2026.
  • Lido Advisors sold 2,500 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $123K.
  • Dimensional US Marketwide Value ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1319 holding.
  • Lido Advisors first reported a position in Dimensional US Marketwide Value ETF in Q1 2024 and has held it in 9 quarters since.
  • Lido Advisors's Dimensional US Marketwide Value ETF position peaked at $557K in Q4 2025.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.