PAG
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Private Advisor Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Private Advisor Group’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 		$2.03M Sell
41,839
-669
-2% -$32.8K 0.01% 1058
2025
Q4 		$1.98M Buy
42,508
+9,825
+30% +$446K 0.01% 1042
2025
Q3 		$1.46M Buy
32,683
+784
+2% +$34.1K 0.01% 1153
2025
Q2 		$1.35M Sell
31,899
-852
-3% -$34.2K 0.01% 1151
2025
Q1 		$1.35M Sell
32,751
-1,272
-4% -$53.4K 0.01% 1092
2024
Q4 		$1.39M Buy
34,023
+647
+2% +$27.5K 0.01% 1058
2024
Q3 		$1.39M Sell
33,376
-1,097
-3% -$44.3K 0.01% 1072
2024
Q2 		$1.35M Buy
34,473
+43
+0.1% +$1.7K 0.01% 1037
2024
Q1 		$1.41M Sell
34,430
-167
-0.5% -$6.38K 0.01% 988
2023
Q4 		$1.29M Buy
34,597
+144
+0.4% +$4.96K 0.01% 985
2023
Q3 		$1.17M Sell
34,453
-1,355
-4% -$47.5K 0.01% 958
2023
Q2 		$1.28M Buy
35,808
+2,418
+7% +$80.8K 0.01% 927
2023
Q1 		$1.12M Buy
33,390
+1,279
+4% +$43.8K 0.01% 939
2022
Q4 		$686K Buy
32,111
+1,216
+4% +$40.4K 0.03% 468
2022
Q3 		$915K Buy
30,895
+19,275
+166% +$627K 0.01% 958
2022
Q2 		$367K Buy
+11,620
New +$387K ﹤0.01% 1548

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

Private Advisor Group's DFUV Position: Q1 2026 in Review

Private Advisor Group reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.6% in Q1 2026, selling an estimated $32.8K and leaving 41,839 shares worth $2.03M. The position accounts for 0.01% of the portfolio, ranked #1058.

Private Advisor Group first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Private Advisor Group held 41,839 shares of Dimensional US Marketwide Value ETF worth $2.03M as of Q1 2026.
  • Private Advisor Group sold 669 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $32.8K.
  • Dimensional US Marketwide Value ETF made up 0.01% of Private Advisor Group's portfolio in Q1 2026, its #1058 holding.
  • Private Advisor Group first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.