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

Perigon Wealth 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 		$752K Hold
15,525
– – 0.01% 626
2025
Q4 		$723K Buy
15,525
+534
+4% +$24.2K 0.01% 648
2025
Q3 		$670K Buy
14,991
+1,384
+10% +$60.3K 0.01% 641
2025
Q2 		$575K Buy
13,607
+430
+3% +$17.3K 0.01% 633
2025
Q1 		$543K Sell
13,177
-21,103
-62% -$886K 0.01% 619
2024
Q4 		$1.45M Buy
34,280
+90
+0.3% +$3.82K 0.04% 358
2024
Q3 		$1.43M Sell
34,190
-39
-0.1% -$1.58K 0.04% 349
2024
Q2 		$1.34M Buy
34,229
+6,418
+23% +$254K 0.04% 311
2024
Q1 		$1.14M Hold
27,811
– – 0.03% 348
2023
Q4 		$1.04M Buy
27,811
+4,435
+19% +$153K 0.03% 331
2023
Q3 		$795K Sell
23,376
-6,206
-21% -$217K 0.03% 349
2023
Q2 		$1.02M Buy
+29,582
New +$988K 0.04% 318

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

Perigon Wealth Management's DFUV Position: Q1 2026 in Review

Perigon Wealth Management held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q1 2026 at 15,525 shares worth $752K. The position accounts for 0.01% of the portfolio, ranked #626.

Perigon Wealth Management first reported a position in DFUV in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.45M in Q4 2024. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Perigon Wealth Management held 15,525 shares of Dimensional US Marketwide Value ETF worth $752K as of Q1 2026.
  • Perigon Wealth Management left its Dimensional US Marketwide Value ETF share count unchanged in Q1 2026.
  • Dimensional US Marketwide Value ETF made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #626 holding.
  • Perigon Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2023 and has held it in 12 quarters since.
  • Perigon Wealth Management's Dimensional US Marketwide Value ETF position peaked at $1.45M in Q4 2024.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.