SC
DFUV icon

Savant Capital’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Savant Capital’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 		$746M Sell
15,398,022
-379,820
-2% -$18.6M 3.61% 7
2025
Q4 		$735M Sell
15,777,842
-217,567
-1% -$9.87M 4.18% 5
2025
Q3 		$715M Sell
15,995,409
-296,979
-2% -$12.9M 4.34% 5
2025
Q2 		$689M Sell
16,292,388
-568,928
-3% -$22.8M 4.95% 4
2025
Q1 		$695M Sell
16,861,316
-1,095,627
-6% -$46M 5.88% 3
2024
Q4 		$735M Sell
17,956,943
-557,419
-3% -$23.7M 5.78% 2
2024
Q3 		$772M Buy
18,514,362
+161,486
+0.9% +$6.53M 6.41% 2
2024
Q2 		$721M Buy
18,352,876
+1,769,373
+11% +$70M 7.21% 2
2024
Q1 		$678M Buy
16,583,503
+311,712
+2% +$11.9M 7.78% 2
2023
Q4 		$606M Buy
16,271,791
+1,411,505
+9% +$48.6M 7.81% 2
2023
Q3 		$506M Buy
14,860,286
+1,069,657
+8% +$37.5M 7.54% 2
2023
Q2 		$476M Buy
13,790,629
+1,116,939
+9% +$37.3M 7.44% 2
2023
Q1 		$424M Buy
12,673,690
+3,220,785
+34% +$110M 7.9% 2
2022
Q4 		$311M Buy
9,452,905
+673,732
+8% +$22.4M 7.6% 2
2022
Q3 		$260M Buy
8,779,173
+525,273
+6% +$17.1M 8.1% 1
2022
Q2 		$261M Buy
+8,253,900
New +$275M 7.91% 1

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Savant Capital's DFUV Position: Q1 2026 in Review

Savant Capital reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 2.4% in Q1 2026, selling an estimated $18.6M and leaving 15,398,022 shares worth $746M. The position accounts for 3.61% of the portfolio, ranked #7.

Savant Capital first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. The position peaked at $772M in Q3 2024. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Savant Capital held 15,398,022 shares of Dimensional US Marketwide Value ETF worth $746M as of Q1 2026.
  • Savant Capital sold 379,820 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $18.6M.
  • Dimensional US Marketwide Value ETF made up 3.61% of Savant Capital's portfolio in Q1 2026, its #7 holding.
  • Savant Capital first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
  • Savant Capital's Dimensional US Marketwide Value ETF position peaked at $772M in Q3 2024.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.