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DFUV icon

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

NewEdge 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 		$1.86M Sell
38,334
-31
-0.1% -$1.52K 0.01% 1153
2025
Q4 		$1.79M Sell
38,365
-142
-0.4% -$6.44K 0.01% 1132
2025
Q3 		$1.72M Sell
38,507
-485
-1% -$21.1K 0.01% 1096
2025
Q2 		$1.65M Sell
38,992
-2,387
-6% -$95.9K 0.01% 1030
2025
Q1 		$1.71M Sell
41,379
-4,135
-9% -$174K 0.01% 924
2024
Q4 		$1.86M Buy
45,514
+3,490
+8% +$148K 0.01% 856
2024
Q3 		$1.75M Sell
42,024
-1,216
-3% -$49.1K 0.01% 848
2024
Q2 		$1.7M Buy
43,240
+1,607
+4% +$63.6K 0.01% 830
2024
Q1 		$1.7M Buy
41,633
+24,296
+140% +$928K 0.01% 754
2023
Q4 		$643K Buy
17,337
+3,269
+23% +$113K 0.01% 1157
2023
Q3 		$479K Buy
14,068
+1,864
+15% +$65.3K 0.01% 1196
2023
Q2 		$421K Buy
12,204
+8,202
+205% +$274K ﹤0.01% 1272
2023
Q1 		$134K Sell
4,002
-873
-18% -$29.9K ﹤0.01% 1659
2022
Q4 		$41.8K Buy
+4,875
New +$162K ﹤0.01% 1795

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

NewEdge Advisors's DFUV Position: Q1 2026 in Review

NewEdge Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.08% in Q1 2026, selling an estimated $1.52K and leaving 38,334 shares worth $1.86M. The position accounts for 0.01% of the portfolio, ranked #1153.

NewEdge Advisors first reported a position in DFUV in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.86M in Q4 2024. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • NewEdge Advisors held 38,334 shares of Dimensional US Marketwide Value ETF worth $1.86M as of Q1 2026.
  • NewEdge Advisors sold 31 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $1.52K.
  • Dimensional US Marketwide Value ETF made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1153 holding.
  • NewEdge Advisors first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 14 quarters since.
  • NewEdge Advisors's Dimensional US Marketwide Value ETF position peaked at $1.86M in Q4 2024.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.