PS
DFUV icon

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

Pinney & Scofield’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 		$15.4M Sell
317,449
-2,050
-0.6% -$101K 8.3% 4
2025
Q4 		$14.9M Sell
319,499
-5,922
-2% -$269K 8.45% 4
2025
Q3 		$14.5M Sell
325,421
-1,834
-0.6% -$79.9K 9.03% 4
2025
Q2 		$13.8M Sell
327,255
-2,215
-0.7% -$89K 9.37% 4
2025
Q1 		$13.6M Sell
329,470
-5,129
-2% -$215K 9.83% 4
2024
Q4 		$13.7M Buy
+334,599
New +$14.2M 10.37% 4

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

Pinney & Scofield's DFUV Position: Q1 2026 in Review

Pinney & Scofield reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.64% in Q1 2026, selling an estimated $101K and leaving 317,449 shares worth $15.4M. The position accounts for 8.3% of the portfolio, ranked #4.

Pinney & Scofield 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.

  • Pinney & Scofield held 317,449 shares of Dimensional US Marketwide Value ETF worth $15.4M as of Q1 2026.
  • Pinney & Scofield sold 2,050 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $101K.
  • Dimensional US Marketwide Value ETF made up 8.3% of Pinney & Scofield's portfolio in Q1 2026, its #4 holding.
  • Pinney & Scofield 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 Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.