Mariner
DFUV icon

Mariner’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Mariner’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 		$35.3M Buy
729,224
+59,608
+9% +$2.92M 0.04% 332
2025
Q4 		$31.2M Sell
669,616
-38,713
-5% -$1.76M 0.04% 338
2025
Q3 		$31.7M Sell
708,329
-5,164
-0.7% -$225K 0.04% 328
2025
Q2 		$30.2M Buy
713,493
+186,514
+35% +$7.49M 0.04% 325
2025
Q1 		$21.7M Buy
526,979
+86,544
+20% +$3.63M 0.04% 361
2024
Q4 		$18M Buy
440,435
+20,599
+5% +$874K 0.03% 392
2024
Q3 		$17.5M Sell
419,836
-3,187
-0.8% -$129K 0.03% 387
2024
Q2 		$16.6M Buy
423,023
+14,430
+4% +$571K 0.03% 372
2024
Q1 		$16.7M Buy
408,593
+28,030
+7% +$1.07M 0.03% 365
2023
Q4 		$14.2M Buy
380,563
+10,656
+3% +$367K 0.03% 372
2023
Q3 		$12.6M Sell
369,907
-9,505
-3% -$333K 0.03% 374
2023
Q2 		$13.1M Buy
379,412
+12,032
+3% +$402K 0.04% 372
2023
Q1 		$12.3M Buy
367,380
+5,672
+2% +$194K 0.04% 374
2022
Q4 		$12.1M Sell
361,708
-28,201
-7% -$937K 0.04% 364
2022
Q3 		$11.5M Buy
389,909
+43,439
+13% +$1.41M 0.05% 316
2022
Q2 		$10.9M Buy
+346,470
New +$11.5M 0.05% 312

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

Mariner's DFUV Position: Q1 2026 in Review

Mariner increased its Dimensional US Marketwide Value ETF (DFUV) stake by 8.9% in Q1 2026, buying an estimated $2.92M and bringing the position to 729,224 shares worth $35.3M. The position accounts for 0.04% of the portfolio, ranked #332.

Mariner 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.

  • Mariner held 729,224 shares of Dimensional US Marketwide Value ETF worth $35.3M as of Q1 2026.
  • Mariner bought 59,608 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $2.92M.
  • Dimensional US Marketwide Value ETF made up 0.04% of Mariner's portfolio in Q1 2026, its #332 holding.
  • Mariner 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 Mariner's 13F filing for Q1 2026, filed 13 May 2026.