Summit Wealth Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Summit Wealth Group’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	$15.1M	Buy	311,177 +10,350	+3%	+$508K	3.46%	8
2025 Q4	$14M	Buy	300,827 +7,793	+3%	+$353K	3.27%	8
2025 Q3	$13.1M	Buy	293,034 +12,426	+4%	+$541K	3.17%	10
2025 Q2	$11.9M	Sell	280,608 -5,102	-2%	-$205K	3.05%	10
2025 Q1	$11.8M	Buy	285,710 +21,624	+8%	+$908K	3.44%	8
2024 Q4	$10.8M	Buy	264,086 +8,633	+3%	+$366K	3.13%	8
2024 Q3	$10.7M	Buy	255,453 +233,067	+1,041%	+$9.42M	3.07%	9
2024 Q2	$879K	Buy	+22,386	New	+$886K	0.26%	43
2023 Q2	–	Sell	-146,091	Closed	-$4K	–	125
2023 Q1	$4K	Buy	+146,091	New	+$5M	0.1%	59

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Summit Wealth Group's DFUV Position: Q1 2026 in Review

Summit Wealth Group increased its Dimensional US Marketwide Value ETF (DFUV) stake by 3.4% in Q1 2026, buying an estimated $508K and bringing the position to 311,177 shares worth $15.1M. The position accounts for 3.46% of the portfolio, ranked #8.

Summit Wealth Group first reported a position in DFUV in Q1 2023 and has held it in 9 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

Summit Wealth Group held 311,177 shares of Dimensional US Marketwide Value ETF worth $15.1M as of Q1 2026.
Summit Wealth Group bought 10,350 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $508K.
Dimensional US Marketwide Value ETF made up 3.46% of Summit Wealth Group's portfolio in Q1 2026, its #8 holding.
Summit Wealth Group first reported a position in Dimensional US Marketwide Value ETF in Q1 2023 and has held it in 9 quarters since.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.