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

Ruedi 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 		$16M Sell
329,582
-3,783
-1% -$186K 4.11% 7
2025
Q4 		$15.5M Sell
333,365
-17,231
-5% -$782K 4.07% 7
2025
Q3 		$15.7M Sell
350,596
-2,192
-0.6% -$95.5K 4.39% 6
2025
Q2 		$14.9M Sell
352,788
-1,882
-0.5% -$75.6K 4.43% 5
2025
Q1 		$14.6M Sell
354,670
-6,706
-2% -$282K 4.57% 5
2024
Q4 		$14.8M Sell
361,376
-10,517
-3% -$446K 4.67% 5
2024
Q3 		$15.5M Sell
371,893
-27,338
-7% -$1.1M 5.32% 5
2024
Q2 		$15.7M Sell
399,231
-25,253
-6% -$999K 6.17% 4
2024
Q1 		$17.4M Sell
424,484
-5,447
-1% -$208K 7.3% 2
2023
Q4 		$16M Buy
429,931
+4,148
+1% +$143K 7.55% 3
2023
Q3 		$14.5M Buy
425,783
+17,916
+4% +$628K 8.3% 3
2023
Q2 		$14.1M Sell
407,867
-20,120
-5% -$672K 8.27% 2
2023
Q1 		$14.3M Sell
427,987
-8,070
-2% -$276K 9.21% 2
2022
Q4 		$14.6M Buy
+436,057
New +$14.5M 10.3% 2

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

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

Ruedi Wealth Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.1% in Q1 2026, selling an estimated $186K and leaving 329,582 shares worth $16M. The position accounts for 4.11% of the portfolio, ranked #7.

Ruedi Wealth Management first reported a position in DFUV in Q4 2022 and has held it in 14 quarters since. The position peaked at $17.4M in Q1 2024. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Ruedi Wealth Management held 329,582 shares of Dimensional US Marketwide Value ETF worth $16M as of Q1 2026.
  • Ruedi Wealth Management sold 3,783 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $186K.
  • Dimensional US Marketwide Value ETF made up 4.11% of Ruedi Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Ruedi Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 14 quarters since.
  • Ruedi Wealth Management's Dimensional US Marketwide Value ETF position peaked at $17.4M in Q1 2024.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Ruedi Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.