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Lutz Financial Services’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Lutz Financial Services’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 		$7.3M Sell
150,558
-1,457
-1% -$71.5K 0.49% 40
2025
Q4 		$7.08M Buy
152,015
+24,049
+19% +$1.09M 0.48% 40
2025
Q3 		$5.72M Sell
127,966
-2,722
-2% -$119K 0.41% 41
2025
Q2 		$5.53M Sell
130,688
-2,003
-2% -$80.4K 0.43% 41
2025
Q1 		$5.47M Sell
132,691
-4,464
-3% -$187K 0.45% 40
2024
Q4 		$5.61M Sell
137,155
-322
-0.2% -$13.7K 0.45% 39
2024
Q3 		$5.73M Sell
137,477
-312
-0.2% -$12.6K 0.47% 38
2024
Q2 		$5.41M Sell
137,789
-5,292
-4% -$209K 0.47% 39
2024
Q1 		$5.85M Sell
143,081
-518
-0.4% -$19.8K 0.51% 37
2023
Q4 		$5.34M Sell
143,599
-3,009
-2% -$104K 0.5% 39
2023
Q3 		$4.99M Sell
146,608
-2,148
-1% -$75.3K 0.54% 40
2023
Q2 		$5.13M Sell
148,756
-6,833
-4% -$228K 0.55% 38
2023
Q1 		$5.21M Sell
155,589
-2,360
-1% -$80.8K 0.59% 37
2022
Q4 		$5.29M Sell
157,949
-4,164
-3% -$138K 0.65% 37
2022
Q3 		$4.8M Sell
162,113
-3,466
-2% -$113K 0.66% 36
2022
Q2 		$5.23M Buy
+165,579
New +$5.51M 0.69% 36

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

Lutz Financial Services's DFUV Position: Q1 2026 in Review

Lutz Financial Services reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.96% in Q1 2026, selling an estimated $71.5K and leaving 150,558 shares worth $7.3M. The position accounts for 0.49% of the portfolio, ranked #40.

Lutz Financial Services 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.

  • Lutz Financial Services held 150,558 shares of Dimensional US Marketwide Value ETF worth $7.3M as of Q1 2026.
  • Lutz Financial Services sold 1,457 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $71.5K.
  • Dimensional US Marketwide Value ETF made up 0.49% of Lutz Financial Services's portfolio in Q1 2026, its #40 holding.
  • Lutz Financial Services 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 Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.