LWM
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LJI Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

LJI Wealth Management’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 		$964K Sell
19,902
-18,315
-48% -$898K 0.15% 58
2025
Q4 		$1.78M Buy
38,217
+33,524
+714% +$1.52M 0.27% 45
2025
Q3 		$210K Sell
4,693
-33,319
-88% -$1.45M 0.04% 169
2025
Q2 		$1.61M Buy
38,012
+8,806
+30% +$354K 0.28% 41
2025
Q1 		$1.2M Buy
29,206
+11
+0% +$462 0.24% 46
2024
Q4 		$1.19M Sell
29,195
-584
-2% -$24.8K 0.24% 47
2024
Q3 		$1.24M Buy
29,779
+3
+0% +$121 0.25% 49
2024
Q2 		$1.17M Buy
29,776
+412
+1% +$16.3K 0.26% 47
2024
Q1 		$1.2M Buy
29,364
+1,409
+5% +$53.8K 0.31% 36
2023
Q4 		$1.04M Buy
27,955
+5,280
+23% +$182K 0.27% 43
2023
Q3 		$771K Sell
22,675
-602,560
-96% -$21.1M 0.22% 56
2023
Q2 		$780K Buy
625,235
+603,263
+2,746% +$20.2M 0.23% 51
2023
Q1 		$736K Buy
21,972
+9,185
+72% +$314K 0.23% 46
2022
Q4 		$428K Buy
+12,787
New +$425K 0.15% 77

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

LJI Wealth Management's DFUV Position: Q1 2026 in Review

LJI Wealth Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 48% in Q1 2026, selling an estimated $898K and leaving 19,902 shares worth $964K. The position accounts for 0.15% of the portfolio, ranked #58.

LJI Wealth Management first reported a position in DFUV in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.78M in Q4 2025. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • LJI Wealth Management held 19,902 shares of Dimensional US Marketwide Value ETF worth $964K as of Q1 2026.
  • LJI Wealth Management sold 18,315 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $898K.
  • Dimensional US Marketwide Value ETF made up 0.15% of LJI Wealth Management's portfolio in Q1 2026, its #58 holding.
  • LJI Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 14 quarters since.
  • LJI Wealth Management's Dimensional US Marketwide Value ETF position peaked at $1.78M in Q4 2025.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

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