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Pacific Asset Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Pacific Asset 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 		$4.22M Sell
87,142
-2,451
-3% -$120K 2.36% 11
2025
Q4 		$4.17M Sell
89,593
-2,509
-3% -$114K 2.51% 11
2025
Q3 		$4.12M Buy
92,102
+89
+0.1% +$3.88K 2.8% 9
2025
Q2 		$3.89M Sell
92,013
-5,470
-6% -$220K 3.13% 8
2025
Q1 		$4.02M Sell
97,483
-205
-0.2% -$8.61K 3.6% 7
2024
Q4 		$4M Buy
+97,688
New +$4.15M 3.76% 7

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

Pacific Asset Management's DFUV Position: Q1 2026 in Review

Pacific Asset Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 2.7% in Q1 2026, selling an estimated $120K and leaving 87,142 shares worth $4.22M. The position accounts for 2.36% of the portfolio, ranked #11.

Pacific Asset Management first reported a position in DFUV in Q4 2024 and has held it in 6 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Pacific Asset Management held 87,142 shares of Dimensional US Marketwide Value ETF worth $4.22M as of Q1 2026.
  • Pacific Asset Management sold 2,451 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $120K.
  • Dimensional US Marketwide Value ETF made up 2.36% of Pacific Asset Management's portfolio in Q1 2026, its #11 holding.
  • Pacific Asset Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Pacific Asset Management's 13F filing for Q1 2026, filed 4 May 2026.