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

Parkwoods Wealth 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 		$49.7M Buy
1,024,876
+82,541
+9% +$4.05M 12.18% 2
2025
Q4 		$43.9M Buy
942,335
+18,087
+2% +$820K 12.92% 2
2025
Q3 		$41.3M Buy
924,248
+232,052
+34% +$10.1M 14.09% 2
2025
Q2 		$29.3M Buy
692,196
+14,808
+2% +$595K 16.89% 2
2025
Q1 		$27.9M Buy
677,388
+22,975
+4% +$964K 18.86% 2
2024
Q4 		$26.8M Buy
654,413
+21,291
+3% +$904K 21.3% 2
2024
Q3 		$26.4M Buy
+633,122
New +$25.6M 21.71% 2

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

Parkwoods Wealth Partners's DFUV Position: Q1 2026 in Review

Parkwoods Wealth Partners increased its Dimensional US Marketwide Value ETF (DFUV) stake by 8.8% in Q1 2026, buying an estimated $4.05M and bringing the position to 1,024,876 shares worth $49.7M. The position accounts for 12.18% of the portfolio, ranked #2.

Parkwoods Wealth Partners 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.

  • Parkwoods Wealth Partners held 1,024,876 shares of Dimensional US Marketwide Value ETF worth $49.7M as of Q1 2026.
  • Parkwoods Wealth Partners bought 82,541 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $4.05M.
  • Dimensional US Marketwide Value ETF made up 12.18% of Parkwoods Wealth Partners's portfolio in Q1 2026, its #2 holding.
  • Parkwoods Wealth Partners 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 Parkwoods Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.