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

TFO Wealth Partners’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 		$27.1M Buy
559,190
+2,770
+0.5% +$136K 3.68% 4
2025
Q4 		$25.9M Buy
556,420
+1,691
+0.3% +$76.7K 3.88% 4
2025
Q3 		$24.8M Buy
554,729
+5,692
+1% +$248K 4.04% 4
2025
Q2 		$23.2M Buy
549,037
+862
+0.2% +$34.6K 4.09% 4
2025
Q1 		$22.6M Sell
548,175
-5,312
-1% -$223K 4.48% 4
2024
Q4 		$22.6M Sell
553,487
-8,539
-2% -$362K 10.75% 2
2024
Q3 		$23.4M Sell
562,026
-25,150
-4% -$1.02M 4.3% 4
2024
Q2 		$23.1M Sell
587,176
-4,244
-0.7% -$168K 4.51% 4
2024
Q1 		$24.2M Sell
591,420
-35,860
-6% -$1.37M 4.69% 4
2023
Q4 		$23.3M Sell
627,280
-11,898
-2% -$410K 4.75% 4
2023
Q3 		$22.1M Hold
639,178
– – 4.61% 3
2023
Q2 		$22.1M Sell
639,178
-6,146
-1% -$205K 4.65% 3
2023
Q1 		$21.6M Sell
645,324
-3,935,865
-86% -$135M 4.74% 3
2022
Q4 		$111M Buy
4,581,189
+3,912,942
+586% +$130M 25.68% 2
2022
Q3 		$19.8M Sell
668,247
-11,325
-2% -$368K 4.94% 3
2022
Q2 		$21.5M Buy
+679,572
New +$22.6M 4.83% 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

TFO Wealth Partners's DFUV Position: Q1 2026 in Review

TFO Wealth Partners increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.5% in Q1 2026, buying an estimated $136K and bringing the position to 559,190 shares worth $27.1M. The position accounts for 3.68% of the portfolio, ranked #4.

TFO Wealth Partners first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. The position peaked at $111M in Q4 2022. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • TFO Wealth Partners held 559,190 shares of Dimensional US Marketwide Value ETF worth $27.1M as of Q1 2026.
  • TFO Wealth Partners bought 2,770 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $136K.
  • Dimensional US Marketwide Value ETF made up 3.68% of TFO Wealth Partners's portfolio in Q1 2026, its #4 holding.
  • TFO Wealth Partners first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
  • TFO Wealth Partners's Dimensional US Marketwide Value ETF position peaked at $111M in Q4 2022.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on TFO Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.