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Live Oak Private Wealth’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Live Oak Private Wealth’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 		$434K Hold
8,962
– – 0.06% 143
2025
Q4 		$418K Hold
8,962
– – 0.06% 138
2025
Q3 		$401K Hold
8,962
– – 0.06% 139
2025
Q2 		$379K Hold
8,962
– – 0.06% 140
2025
Q1 		$369K Hold
8,962
– – 0.06% 139
2024
Q4 		$367K Sell
8,962
-569
-6% -$24.2K 0.06% 137
2024
Q3 		$397K Hold
9,531
– – 0.06% 127
2024
Q2 		$374K Hold
9,531
– – 0.06% 128
2024
Q1 		$390K Buy
9,531
+1,848
+24% +$70.6K 0.07% 123
2023
Q4 		$286K Buy
+7,683
New +$264K 0.05% 134

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

Live Oak Private Wealth's DFUV Position: Q1 2026 in Review

Live Oak Private Wealth held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q1 2026 at 8,962 shares worth $434K. The position accounts for 0.06% of the portfolio, ranked #143.

Live Oak Private Wealth first reported a position in DFUV in Q4 2023 and has held it in 10 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Live Oak Private Wealth held 8,962 shares of Dimensional US Marketwide Value ETF worth $434K as of Q1 2026.
  • Live Oak Private Wealth left its Dimensional US Marketwide Value ETF share count unchanged in Q1 2026.
  • Dimensional US Marketwide Value ETF made up 0.06% of Live Oak Private Wealth's portfolio in Q1 2026, its #143 holding.
  • Live Oak Private Wealth first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.