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Signet Financial Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Signet Financial 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 		$221K Sell
4,563
-224
-5% -$11K 0.02% 290
2025
Q4 		$223K Hold
4,787
– – 0.02% 278
2025
Q3 		$214K Hold
4,787
– – 0.02% 286
2025
Q2 		$202K Buy
+4,787
New +$192K 0.03% 284

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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 $77.5B AUM 28.19% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 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 $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Signet Financial Management's DFUV Position: Q1 2026 in Review

Signet Financial Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 4.7% in Q1 2026, selling an estimated $11K and leaving 4,563 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #290.

Signet Financial Management first reported a position in DFUV in Q2 2025 and has held it in 4 quarters since. The position peaked at $223K in Q4 2025. 768 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Signet Financial Management held 4,563 shares of Dimensional US Marketwide Value ETF worth $221K as of Q1 2026.
  • Signet Financial Management sold 224 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $11K.
  • Dimensional US Marketwide Value ETF made up 0.02% of Signet Financial Management's portfolio in Q1 2026, its #290 holding.
  • Signet Financial Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2025 and has held it in 4 quarters since.
  • Signet Financial Management's Dimensional US Marketwide Value ETF position peaked at $223K in Q4 2025.
  • 768 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.