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Smartleaf Asset Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Smartleaf Asset 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 		$40.3M Buy
847,220
+20,291
+2% +$995K 1.45% 12
2025
Q4 		$38.8M Buy
826,929
+786,297
+1,935% +$35.7M 1.47% 10
2025
Q3 		$1.81M Buy
40,632
+839
+2% +$36.5K 0.11% 202
2025
Q2 		$1.68M Buy
39,793
+12,856
+48% +$516K 0.15% 156
2025
Q1 		$1.1M Hold
26,937
– – 0.11% 212
2024
Q4 		$1.1M Hold
26,937
– – 0.11% 194
2024
Q3 		$1.12M Hold
26,937
– – 0.14% 175
2024
Q2 		$1.05M Buy
26,937
+4,536
+20% +$179K 0.17% 139
2024
Q1 		$912K Buy
22,401
+1,411
+7% +$53.9K 0.18% 137
2023
Q4 		$785K Buy
+20,990
New +$723K 0.21% 107

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

Smartleaf Asset Management's DFUV Position: Q1 2026 in Review

Smartleaf Asset Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 2.5% in Q1 2026, buying an estimated $995K and bringing the position to 847,220 shares worth $40.3M. The position accounts for 1.45% of the portfolio, ranked #12.

Smartleaf Asset Management first reported a position in DFUV in Q4 2023 and has held it in 10 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Smartleaf Asset Management held 847,220 shares of Dimensional US Marketwide Value ETF worth $40.3M as of Q1 2026.
  • Smartleaf Asset Management bought 20,291 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $995K.
  • Dimensional US Marketwide Value ETF made up 1.45% of Smartleaf Asset Management's portfolio in Q1 2026, its #12 holding.
  • Smartleaf Asset Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.