Prime Capital Investment Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Prime Capital Investment Advisors’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	$1.57M	Buy	32,368 +171	+0.5%	+$8.39K	0.02%	402
2025 Q4	$1.5M	Buy	32,197 +397	+1%	+$18K	0.02%	410
2025 Q3	$1.42M	Hold	31,800	–	–	0.02%	407
2025 Q2	$1.34M	Sell	31,800 -446,535	-93%	-$17.9M	0.02%	412
2025 Q1	$19.7M	Buy	+478,335	New	+$20.1M	0.23%	82
2023 Q3	–	Sell	-890,009	Closed	-$30.7M	–	769
2023 Q2	$30.7M	Sell	890,009 -14,933	-2%	-$499K	0.61%	36
2023 Q1	$30.3M	Buy	+904,942	New	+$31M	1.25%	15

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

Prime Capital Investment Advisors's DFUV Position: Q1 2026 in Review

Prime Capital Investment Advisors increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.53% in Q1 2026, buying an estimated $8.39K and bringing the position to 32,368 shares worth $1.57M. The position accounts for 0.02% of the portfolio, ranked #402.

Prime Capital Investment Advisors first reported a position in DFUV in Q1 2023 and has held it in 7 quarters since. The position peaked at $30.7M in Q2 2023. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

Prime Capital Investment Advisors held 32,368 shares of Dimensional US Marketwide Value ETF worth $1.57M as of Q1 2026.
Prime Capital Investment Advisors bought 171 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $8.39K.
Dimensional US Marketwide Value ETF made up 0.02% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #402 holding.
Prime Capital Investment Advisors first reported a position in Dimensional US Marketwide Value ETF in Q1 2023 and has held it in 7 quarters since.
Prime Capital Investment Advisors's Dimensional US Marketwide Value ETF position peaked at $30.7M in Q2 2023.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.