RP
DFUV icon

Rowlandmiller & Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Rowlandmiller & Partners’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 		$268K Hold
5,537
– – 0.05% 138
2025
Q4 		$258K Hold
5,537
– – 0.05% 141
2025
Q3 		$247K Hold
5,537
– – 0.05% 139
2025
Q2 		$234K Hold
5,537
– – 0.05% 138
2025
Q1 		$228K Hold
5,537
– – 0.05% 138
2024
Q4 		$227K Hold
5,537
– – 0.05% 138
2024
Q3 		$231K Hold
5,537
– – 0.05% 136
2024
Q2 		$217K Hold
5,537
– – 0.05% 134
2024
Q1 		$226K Hold
5,537
– – 0.05% 136
2023
Q4 		$206K Hold
5,537
– – 0.05% 139
2023
Q3 		$188K Hold
5,537
– – 0.05% 139
2023
Q2 		$191K Hold
5,537
– – 0.05% 141
2023
Q1 		$185K Hold
5,537
– – 0.05% 141
2022
Q4 		$185K Hold
5,537
– – 0.05% 143
2022
Q3 		$164K Hold
5,537
– – 0.04% 144
2022
Q2 		$175K Buy
+5,537
New +$184K 0.04% 145

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

Rowlandmiller & Partners's DFUV Position: Q1 2026 in Review

Rowlandmiller & Partners held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q1 2026 at 5,537 shares worth $268K. The position accounts for 0.05% of the portfolio, ranked #138.

Rowlandmiller & Partners 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.

  • Rowlandmiller & Partners held 5,537 shares of Dimensional US Marketwide Value ETF worth $268K as of Q1 2026.
  • Rowlandmiller & Partners left its Dimensional US Marketwide Value ETF share count unchanged in Q1 2026.
  • Dimensional US Marketwide Value ETF made up 0.05% of Rowlandmiller & Partners's portfolio in Q1 2026, its #138 holding.
  • Rowlandmiller & Partners 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 Rowlandmiller & Partners's 13F filing for Q1 2026, filed 1 Apr 2026.