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

NewEdge Wealth’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	$239K	Hold	4,928	–	–	﹤0.01%	1029
2025 Q4	$230K	Hold	4,928	–	–	﹤0.01%	1115
2025 Q3	$220K	Hold	4,928	–	–	﹤0.01%	963
2025 Q2	$208K	Hold	4,928	–	–	﹤0.01%	921
2025 Q1	$203K	Hold	4,928	–	–	﹤0.01%	895
2024 Q4	$202K	Hold	4,928	–	–	﹤0.01%	882
2024 Q3	$205K	Buy	+4,928	New	+$199K	﹤0.01%	837

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

NewEdge Wealth's DFUV Position: Q1 2026 in Review

NewEdge Wealth held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q1 2026 at 4,928 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

NewEdge Wealth first reported a position in DFUV in Q3 2024 and has held it in 7 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

NewEdge Wealth held 4,928 shares of Dimensional US Marketwide Value ETF worth $239K as of Q1 2026.
NewEdge Wealth left its Dimensional US Marketwide Value ETF share count unchanged in Q1 2026.
Dimensional US Marketwide Value ETF made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #1029 holding.
NewEdge Wealth first reported a position in Dimensional US Marketwide Value ETF in Q3 2024 and has held it in 7 quarters since.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

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