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

Trifecta Capital Advisors’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 		$103K Hold
2,127
– – 0.02% 143
2025
Q4 		$99.1K Hold
2,127
– – 0.01% 140
2025
Q3 		$95.1K Hold
2,127
– – 0.01% 144
2025
Q2 		$89.9K Hold
2,127
– – 0.02% 147
2025
Q1 		$87.7K Hold
2,127
– – 0.02% 110
2024
Q4 		$87K Hold
2,127
– – 0.02% 112
2024
Q3 		$88.7K Hold
2,127
– – 0.02% 112
2024
Q2 		$83.5K Hold
2,127
– – 0.02% 113
2024
Q1 		$87K Hold
2,127
– – 0.02% 114
2023
Q4 		$79.2K Buy
2,127
+1,052
+98% +$36.2K 0.02% 114
2023
Q3 		$36.6K Hold
1,075
– – 0.01% 152
2023
Q2 		$37.1K Hold
1,075
– – 0.01% 155
2023
Q1 		$36K Hold
1,075
– – 0.01% 157
2022
Q4 		$36K Buy
+1,075
New +$35.7K 0.01% 142

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

Trifecta Capital Advisors's DFUV Position: Q1 2026 in Review

Trifecta Capital Advisors held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q1 2026 at 2,127 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #143.

Trifecta Capital Advisors first reported a position in DFUV in Q4 2022 and has held it in 14 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Trifecta Capital Advisors held 2,127 shares of Dimensional US Marketwide Value ETF worth $103K as of Q1 2026.
  • Trifecta Capital Advisors left its Dimensional US Marketwide Value ETF share count unchanged in Q1 2026.
  • Dimensional US Marketwide Value ETF made up 0.02% of Trifecta Capital Advisors's portfolio in Q1 2026, its #143 holding.
  • Trifecta Capital Advisors first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.