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

&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	$1.16M	Sell	23,843 -567	-2%	-$27.8K	0.01%	1215
2025 Q4	$1.14M	Sell	24,410 -7,159	-23%	-$325K	0.01%	1149
2025 Q3	$1.38M	Sell	31,569 -1,877	-6%	-$81.7K	0.01%	939
2025 Q2	$1.41M	Buy	33,446 +16,868	+102%	+$677K	0.01%	821
2025 Q1	$678K	Buy	16,578 +1,160	+8%	+$48.7K	0.01%	995
2024 Q4	$636K	Buy	15,418 +1,431	+10%	+$60.7K	0.01%	963
2024 Q3	$583K	Buy	+13,987	New	+$565K	0.01%	792

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

&Partners's DFUV Position: Q1 2026 in Review

&Partners reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 2.3% in Q1 2026, selling an estimated $27.8K and leaving 23,843 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #1215.

&Partners first reported a position in DFUV in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.41M in Q2 2025. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

&Partners held 23,843 shares of Dimensional US Marketwide Value ETF worth $1.16M as of Q1 2026.
&Partners sold 567 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $27.8K.
Dimensional US Marketwide Value ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #1215 holding.
&Partners first reported a position in Dimensional US Marketwide Value ETF in Q3 2024 and has held it in 7 quarters since.
&Partners's Dimensional US Marketwide Value ETF position peaked at $1.41M in Q2 2025.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

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