NorthRock Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

NorthRock Partners’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	$877K	Hold	18,092	–	–	0.01%	324
2025 Q4	$843K	Buy	18,092 +4,230	+31%	+$192K	0.01%	300
2025 Q3	$619K	Buy	13,862 +2,577	+23%	+$112K	0.01%	472
2025 Q2	$477K	Hold	11,285	–	–	0.01%	411
2025 Q1	$465K	Hold	11,285	–	–	0.02%	365
2024 Q4	$462K	Hold	11,285	–	–	0.02%	376
2024 Q3	$470K	Hold	11,285	–	–	0.02%	382
2024 Q2	$443K	Hold	11,285	–	–	0.02%	368
2024 Q1	$462K	Sell	11,285 -214	-2%	-$8.18K	0.02%	376
2023 Q4	$428K	Buy	+11,499	New	+$396K	0.02%	363

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

NorthRock Partners's DFUV Position: Q1 2026 in Review

NorthRock Partners held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q1 2026 at 18,092 shares worth $877K. The position accounts for 0.01% of the portfolio, ranked #324.

NorthRock Partners first reported a position in DFUV in Q4 2023 and has held it in 10 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

NorthRock Partners held 18,092 shares of Dimensional US Marketwide Value ETF worth $877K as of Q1 2026.
NorthRock Partners left its Dimensional US Marketwide Value ETF share count unchanged in Q1 2026.
Dimensional US Marketwide Value ETF made up 0.01% of NorthRock Partners's portfolio in Q1 2026, its #324 holding.
NorthRock Partners first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 10 quarters since.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.