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Marble Harbor Investment Counsel’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Marble Harbor Investment Counsel’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 		$285K Hold
5,877
– – 0.03% 163
2025
Q4 		$274K Hold
5,877
– – 0.03% 166
2025
Q3 		$263K Buy
+5,877
New +$256K 0.03% 171
2024
Q2 		– Sell
-5,157
Closed -$211K – 207
2024
Q1 		$211K Buy
+5,157
New +$197K 0.02% 197

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

Marble Harbor Investment Counsel's DFUV Position: Q1 2026 in Review

Marble Harbor Investment Counsel held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q1 2026 at 5,877 shares worth $285K. The position accounts for 0.03% of the portfolio, ranked #163.

Marble Harbor Investment Counsel first reported a position in DFUV in Q1 2024 and has held it in 4 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Marble Harbor Investment Counsel held 5,877 shares of Dimensional US Marketwide Value ETF worth $285K as of Q1 2026.
  • Marble Harbor Investment Counsel left its Dimensional US Marketwide Value ETF share count unchanged in Q1 2026.
  • Dimensional US Marketwide Value ETF made up 0.03% of Marble Harbor Investment Counsel's portfolio in Q1 2026, its #163 holding.
  • Marble Harbor Investment Counsel first reported a position in Dimensional US Marketwide Value ETF in Q1 2024 and has held it in 4 quarters since.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Marble Harbor Investment Counsel's 13F filing for Q1 2026, filed 8 May 2026.