New Dimensions Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

New Dimensions 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	$13.4M	Sell	277,530 -1,509	-0.5%	-$74K	11.44%	3
2025 Q4	$13M	Sell	279,039 -5,193	-2%	-$236K	11.12%	3
2025 Q3	$12.7M	Buy	284,232 +4,553	+2%	+$198K	11.13%	3
2025 Q2	$11.9M	Buy	279,679 +1,449	+0.5%	+$58.2K	10.9%	3
2025 Q1	$11.5M	Buy	+278,230	New	+$11.7M	11.46%	3

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

New Dimensions Wealth Management's DFUV Position: Q1 2026 in Review

New Dimensions Wealth Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.54% in Q1 2026, selling an estimated $74K and leaving 277,530 shares worth $13.4M. The position accounts for 11.44% of the portfolio, ranked #3.

New Dimensions Wealth Management first reported a position in DFUV in Q1 2025 and has held it in 5 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

New Dimensions Wealth Management held 277,530 shares of Dimensional US Marketwide Value ETF worth $13.4M as of Q1 2026.
New Dimensions Wealth Management sold 1,509 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $74K.
Dimensional US Marketwide Value ETF made up 11.44% of New Dimensions Wealth Management's portfolio in Q1 2026, its #3 holding.
New Dimensions Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q1 2025 and has held it in 5 quarters since.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on New Dimensions Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.