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Rothschild Investment LLC’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Rothschild Investment LLC’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 		– Sell
-584
Closed -$27.2K – 3627
2025
Q4 		$27.2K Buy
+584
New +$26.5K ﹤0.01% 1219
2024
Q3 		– Sell
-223
Closed -$8.76K – 2918
2024
Q2 		$8.76K Buy
+223
New +$8.82K ﹤0.01% 1127

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 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 $11.8B AUM 25.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Rothschild Investment LLC's DFUV Position: Q1 2026 in Review

Rothschild Investment LLC sold out of Dimensional US Marketwide Value ETF (DFUV) in Q1 2026, closing a stake of 584 shares — an estimated $27.2K sold.

Rothschild Investment LLC first reported a position in DFUV in Q2 2024 and held it in 2 quarters. The position peaked at $27.2K in Q4 2025. 768 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Rothschild Investment LLC reported no remaining Dimensional US Marketwide Value ETF position as of Q1 2026 after selling out during the quarter.
  • Rothschild Investment LLC sold 584 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $27.2K.
  • Rothschild Investment LLC first reported a position in Dimensional US Marketwide Value ETF in Q2 2024 and held it in 2 quarters.
  • Rothschild Investment LLC's Dimensional US Marketwide Value ETF position peaked at $27.2K in Q4 2025.
  • 768 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.