RWM
DFUV icon

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

RKL 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 		$305K Hold
6,288
– – 0.03% 156
2025
Q4 		$293K Hold
6,288
– – 0.02% 163
2025
Q3 		$281K Hold
6,288
– – 0.02% 162
2025
Q2 		$266K Hold
6,288
– – 0.02% 162
2025
Q1 		$259K Hold
6,288
– – 0.02% 161
2024
Q4 		$257K Hold
6,288
– – 0.02% 156
2024
Q3 		$262K Hold
6,288
– – 0.02% 140
2024
Q2 		$247K Hold
6,288
– – 0.02% 133
2024
Q1 		$257K Hold
6,288
– – 0.03% 129
2023
Q4 		$234K Hold
6,288
– – 0.03% 138
2023
Q3 		$214K Hold
6,288
– – 0.03% 122
2023
Q2 		$217K Hold
6,288
– – 0.03% 125
2023
Q1 		$211K Hold
6,288
– – 0.03% 128
2022
Q4 		$211K Buy
+6,288
New +$209K 0.03% 128

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

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

RKL Wealth Management held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q1 2026 at 6,288 shares worth $305K. The position accounts for 0.03% of the portfolio, ranked #156.

RKL Wealth Management first reported a position in DFUV in Q4 2022 and has held it in 14 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • RKL Wealth Management held 6,288 shares of Dimensional US Marketwide Value ETF worth $305K as of Q1 2026.
  • RKL Wealth Management left its Dimensional US Marketwide Value ETF share count unchanged in Q1 2026.
  • Dimensional US Marketwide Value ETF made up 0.03% of RKL Wealth Management's portfolio in Q1 2026, its #156 holding.
  • RKL Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.