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

SVB Wealth’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 		– Sell
-11,749
Closed -$547K – 391
2025
Q4 		$547K Buy
11,749
+9
+0.1% +$408 0.03% 269
2025
Q3 		$525K Sell
11,740
-8,635
-42% -$376K 0.03% 292
2025
Q2 		$861K Buy
20,375
+11
+0.1% +$442 0.05% 240
2025
Q1 		$839K Buy
20,364
+10
+0% +$420 0.03% 172
2024
Q4 		$833K Buy
+20,354
New +$864K 0.02% 353
2024
Q3 		– Sell
-21,011
Closed -$825K – 162
2024
Q2 		$825K Buy
21,011
+14
+0.1% +$554 0.02% 354
2024
Q1 		$859K Buy
20,997
+11
+0.1% +$420 0.02% 377
2023
Q4 		$781K Buy
20,986
+12
+0.1% +$413 0.02% 377
2023
Q3 		$714K Buy
20,974
+15
+0.1% +$525 0.02% 368
2023
Q2 		$723K Buy
20,959
+15
+0.1% +$501 0.01% 398
2023
Q1 		$701K Sell
20,944
-724
-3% -$24.8K 0.01% 457
2022
Q4 		$725K Sell
21,668
-11,169
-34% -$371K 0.01% 472
2022
Q3 		$972K Sell
32,837
-1,715
-5% -$55.8K 0.01% 376
2022
Q2 		$1.09M Buy
+34,552
New +$1.15M 0.02% 308

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

SVB Wealth's DFUV Position: Q1 2026 in Review

SVB Wealth sold out of Dimensional US Marketwide Value ETF (DFUV) in Q1 2026, closing a stake of 11,749 shares — an estimated $547K sold.

SVB Wealth first reported a position in DFUV in Q2 2022 and held it in 14 quarters. The position peaked at $1.09M in Q2 2022. 768 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • SVB Wealth reported no remaining Dimensional US Marketwide Value ETF position as of Q1 2026 after selling out during the quarter.
  • SVB Wealth sold 11,749 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $547K.
  • SVB Wealth first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and held it in 14 quarters.
  • SVB Wealth's Dimensional US Marketwide Value ETF position peaked at $1.09M in Q2 2022.
  • 768 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on SVB Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.