RIM
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RW Investment Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

RW Investment 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 		$28.5M Buy
+587,440
New +$28.8M 2.76% 10
2025
Q3 		$27.5M Sell
615,583
-579,820
-49% -$25.3M 2.84% 10
2025
Q2 		$50.5M Sell
1,195,403
-3,800
-0.3% -$153K 5.63% 7
2025
Q1 		$49.4M Sell
1,199,203
-52,273
-4% -$2.19M 6.07% 6
2024
Q4 		$51.2M Sell
1,251,476
-106,519
-8% -$4.52M 6.24% 6
2024
Q3 		$56.6M Buy
1,357,995
+15,430
+1% +$624K 7.04% 6
2024
Q2 		$52.7M Buy
1,342,565
+41,282
+3% +$1.63M 7.13% 6
2024
Q1 		$53.2M Buy
1,301,283
+39,998
+3% +$1.53M 7.41% 6
2023
Q4 		$46.9M Buy
1,261,285
+159,124
+14% +$5.48M 7.16% 6
2023
Q3 		$37.5M Buy
1,102,161
+228,892
+26% +$8.02M 6.81% 6
2023
Q2 		$30.1M Buy
873,269
+357,090
+69% +$11.9M 6.24% 6
2023
Q1 		$17.3M Buy
516,179
+252,984
+96% +$8.66M 4.81% 8
2022
Q4 		$8.81M Buy
+263,195
New +$8.75M 3.47% 8

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

RW Investment Management's DFUV Position: Q1 2026 in Review

RW Investment Management opened a new position in Dimensional US Marketwide Value ETF (DFUV) in Q1 2026: 587,440 shares worth $28.5M. The stake represents 2.76% of the portfolio and ranks #10 among its holdings. This is a return to the name: RW Investment Management previously reported a position in DFUV as recently as Q3 2025.

RW Investment Management first reported a position in DFUV in Q4 2022 and has held it in 13 quarters since. The position peaked at $56.6M in Q3 2024. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • RW Investment Management held 587,440 shares of Dimensional US Marketwide Value ETF worth $28.5M as of Q1 2026.
  • Dimensional US Marketwide Value ETF was a new RW Investment Management position in Q1 2026.
  • Dimensional US Marketwide Value ETF made up 2.76% of RW Investment Management's portfolio in Q1 2026, its #10 holding.
  • RW Investment Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 13 quarters since.
  • RW Investment Management's Dimensional US Marketwide Value ETF position peaked at $56.6M in Q3 2024.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.