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TAGStone Capital’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

TAGStone Capital’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 		$3.65M Buy
75,408
+23,682
+46% +$1.16M 1.29% 23
2025
Q4 		$2.41M Buy
51,726
+181
+0.4% +$8.21K 0.9% 28
2025
Q3 		$2.3M Buy
51,545
+228
+0.4% +$9.93K 0.91% 29
2025
Q2 		$2.18M Buy
51,317
+700
+1% +$28.1K 0.9% 29
2025
Q1 		$2.09M Buy
50,617
+690
+1% +$29K 1.03% 27
2024
Q4 		$2.04M Buy
49,927
+763
+2% +$32.4K 1.01% 27
2024
Q3 		$2.05M Buy
49,164
+296
+0.6% +$12K 1.05% 25
2024
Q2 		$1.92M Buy
48,868
+2,637
+6% +$104K 1.09% 24
2024
Q1 		$1.89M Buy
46,231
+15
+0% +$573 1.11% 24
2023
Q4 		$1.72M Hold
46,216
– – 1.12% 25
2023
Q3 		$1.57M Sell
46,216
-165
-0.4% -$5.78K 1.16% 23
2023
Q2 		$1.6M Sell
46,381
-134
-0.3% -$4.48K 1.15% 22
2023
Q1 		$1.56M Hold
46,515
– – 1.17% 22
2022
Q4 		$1.56M Hold
46,515
– – 1.28% 22
2022
Q3 		$1.38M Hold
46,515
– – 1.28% 23
2022
Q2 		$1.47M Buy
+46,515
New +$1.55M 1.4% 20

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

TAGStone Capital's DFUV Position: Q1 2026 in Review

TAGStone Capital increased its Dimensional US Marketwide Value ETF (DFUV) stake by 46% in Q1 2026, buying an estimated $1.16M and bringing the position to 75,408 shares worth $3.65M. The position accounts for 1.29% of the portfolio, ranked #23.

TAGStone Capital first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • TAGStone Capital held 75,408 shares of Dimensional US Marketwide Value ETF worth $3.65M as of Q1 2026.
  • TAGStone Capital bought 23,682 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $1.16M.
  • Dimensional US Marketwide Value ETF made up 1.29% of TAGStone Capital's portfolio in Q1 2026, its #23 holding.
  • TAGStone Capital first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on TAGStone Capital's 13F filing for Q1 2026, filed 11 May 2026.