Summit Portfolio Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Summit Portfolio 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	$7.12M	Buy	+146,929	New	+$7.21M	4.58%	9

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Summit Portfolio Management's DFUV Position: Q1 2026 in Review

Summit Portfolio Management opened a new position in Dimensional US Marketwide Value ETF (DFUV) in Q1 2026: 146,929 shares worth $7.12M. The stake represents 4.58% of the portfolio and ranks #9 among its holdings.

768 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

Summit Portfolio Management held 146,929 shares of Dimensional US Marketwide Value ETF worth $7.12M as of Q1 2026.
Dimensional US Marketwide Value ETF was a new Summit Portfolio Management position in Q1 2026.
Dimensional US Marketwide Value ETF made up 4.58% of Summit Portfolio Management's portfolio in Q1 2026, its #9 holding.
768 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Summit Portfolio Management's 13F filing for Q1 2026, filed 30 Apr 2026.