MA
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Mutual Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Mutual Advisors’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 		$1.22M Buy
25,278
+1,182
+5% +$58K 0.03% 518
2025
Q4 		$1.12M Sell
24,096
-490
-2% -$22.2K 0.02% 539
2025
Q3 		$1.1M Sell
24,586
-491
-2% -$21.4K 0.02% 536
2025
Q2 		$1.09M Sell
25,077
-1,248
-5% -$50.1K 0.03% 472
2025
Q1 		$1.03M Buy
26,325
+36
+0.1% +$1.51K 0.03% 437
2024
Q4 		$1.11M Buy
26,289
+39
+0.1% +$1.66K 0.03% 447
2024
Q3 		$1.1M Sell
26,250
-52
-0.2% -$2.1K 0.03% 450
2024
Q2 		$1.08M Buy
26,302
+1,035
+4% +$41K 0.03% 466
2024
Q1 		$1.03M Buy
25,267
+29
+0.1% +$1.11K 0.03% 462
2023
Q4 		$939K Buy
25,238
+1,120
+5% +$38.6K 0.03% 471
2023
Q3 		$820K Buy
24,118
+35
+0.1% +$1.23K 0.03% 473
2023
Q2 		$831K Buy
24,083
+34
+0.1% +$1.14K 0.03% 490
2023
Q1 		$805K Buy
24,049
+1
+0% +$34 0.03% 489
2022
Q4 		$805K Sell
24,048
-10
-0% -$332 0.04% 473
2022
Q3 		$712K Sell
24,058
-60
-0.2% -$1.95K 0.04% 465
2022
Q2 		$762K Buy
+24,118
New +$803K 0.05% 416

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

Mutual Advisors's DFUV Position: Q1 2026 in Review

Mutual Advisors increased its Dimensional US Marketwide Value ETF (DFUV) stake by 4.9% in Q1 2026, buying an estimated $58K and bringing the position to 25,278 shares worth $1.22M. The position accounts for 0.03% of the portfolio, ranked #518.

Mutual Advisors 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.

  • Mutual Advisors held 25,278 shares of Dimensional US Marketwide Value ETF worth $1.22M as of Q1 2026.
  • Mutual Advisors bought 1,182 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $58K.
  • Dimensional US Marketwide Value ETF made up 0.03% of Mutual Advisors's portfolio in Q1 2026, its #518 holding.
  • Mutual Advisors 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 Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.