Qube Research & Technologies (QRT)’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Qube Research & Technologies (QRT)’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	$133K	Sell	2,749 -3,069	-53%	-$151K	﹤0.01%	3025
2025 Q4	$271K	Buy	5,818 +5,089	+698%	+$231K	﹤0.01%	2977
2025 Q3	$32.6K	Sell	729 -992	-58%	-$43.2K	﹤0.01%	3235
2025 Q2	$72.8K	Sell	1,721 -2,912	-63%	-$117K	﹤0.01%	3087
2025 Q1	$191K	Sell	4,633 -3,209	-41%	-$135K	﹤0.01%	2878
2024 Q4	$321K	Sell	7,842 -5,320	-40%	-$226K	﹤0.01%	2685
2024 Q3	$549K	Buy	13,162 +940	+8%	+$38K	﹤0.01%	2245
2024 Q2	$480K	Buy	12,222 +9,426	+337%	+$373K	﹤0.01%	2165
2024 Q1	$114K	Buy	+2,796	New	+$107K	﹤0.01%	3255
2023 Q1	–	Sell	-700	Closed	-$23.4K	–	2626
2022 Q4	$23.4K	Buy	+700	New	+$23.3K	﹤0.01%	2218

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

Qube Research & Technologies (QRT)'s DFUV Position: Q1 2026 in Review

Qube Research & Technologies (QRT) reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 53% in Q1 2026, selling an estimated $151K and leaving 2,749 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #3025.

Qube Research & Technologies (QRT) first reported a position in DFUV in Q4 2022 and has held it in 10 quarters since. The position peaked at $549K in Q3 2024. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

Qube Research & Technologies (QRT) held 2,749 shares of Dimensional US Marketwide Value ETF worth $133K as of Q1 2026.
Qube Research & Technologies (QRT) sold 3,069 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $151K.
Dimensional US Marketwide Value ETF made up ﹤0.01% of Qube Research & Technologies (QRT)'s portfolio in Q1 2026, its #3025 holding.
Qube Research & Technologies (QRT) first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 10 quarters since.
Qube Research & Technologies (QRT)'s Dimensional US Marketwide Value ETF position peaked at $549K in Q3 2024.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q1 2026, filed 15 May 2026.