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TFC Financial Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

TFC Financial 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 		$44.1M Sell
909,157
-7,865
-0.9% -$386K 5.43% 6
2025
Q4 		$42.7M Sell
917,022
-14,407
-2% -$653K 5.36% 6
2025
Q3 		$41.6M Sell
931,429
-9,590
-1% -$418K 5.33% 6
2025
Q2 		$39.8M Sell
941,019
-1,223
-0.1% -$49.1K 5.45% 6
2025
Q1 		$38.8M Sell
942,242
-14,794
-2% -$621K 5.94% 5
2024
Q4 		$39.2M Sell
957,036
-10,667
-1% -$453K 6.19% 4
2024
Q3 		$40.3M Sell
967,703
-11,751
-1% -$475K 6.38% 4
2024
Q2 		$38.5M Sell
979,454
-20,450
-2% -$809K 6.75% 3
2024
Q1 		$40.9M Sell
999,904
-38,167
-4% -$1.46M 7.27% 3
2023
Q4 		$38.6M Sell
1,038,071
-24,087
-2% -$829K 7.81% 3
2023
Q3 		$36.1M Buy
1,062,158
+4,704
+0.4% +$165K 8.62% 3
2023
Q2 		$36.5M Buy
1,057,454
+3,744
+0.4% +$125K 8.97% 3
2023
Q1 		$35.3M Buy
1,053,710
+7,807
+0.7% +$267K 9.12% 3
2022
Q4 		$35M Sell
1,045,903
-27,053
-3% -$899K 10.1% 3
2022
Q3 		$31.8M Sell
1,072,956
-16,780
-2% -$546K 10.07% 3
2022
Q2 		$34.4M Buy
+1,089,736
New +$36.3M 10.27% 3

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

TFC Financial Management's DFUV Position: Q1 2026 in Review

TFC Financial Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.86% in Q1 2026, selling an estimated $386K and leaving 909,157 shares worth $44.1M. The position accounts for 5.43% of the portfolio, ranked #6.

TFC Financial Management 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.

  • TFC Financial Management held 909,157 shares of Dimensional US Marketwide Value ETF worth $44.1M as of Q1 2026.
  • TFC Financial Management sold 7,865 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $386K.
  • Dimensional US Marketwide Value ETF made up 5.43% of TFC Financial Management's portfolio in Q1 2026, its #6 holding.
  • TFC Financial Management 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 TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.