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Triune Financial Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Triune Financial 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 		$46.3M Buy
956,405
+8,783
+0.9% +$431K 11.02% 3
2025
Q4 		$46.3M Buy
947,622
+5,779
+0.6% +$262K 10.82% 3
2025
Q3 		$42.1M Buy
941,843
+31,928
+4% +$1.39M 10.6% 3
2025
Q2 		$38.5M Sell
909,915
-8,502
-0.9% -$341K 10.59% 3
2025
Q1 		$37.8M Sell
918,417
-2,611
-0.3% -$110K 12.02% 3
2024
Q4 		$37.7M Buy
921,028
+18,044
+2% +$766K 11.86% 3
2024
Q3 		$37.6M Buy
902,984
+31,861
+4% +$1.29M 11.82% 3
2024
Q2 		$34.2M Buy
871,123
+24,830
+3% +$982K 11.72% 3
2024
Q1 		$34.6M Buy
846,293
+1,393
+0.2% +$53.2K 12.01% 3
2023
Q4 		$31.4M Buy
844,900
+6,552
+0.8% +$226K 11.67% 3
2023
Q3 		$28.5M Buy
838,348
+18,718
+2% +$656K 11.76% 3
2023
Q2 		$28.3M Buy
819,630
+34,849
+4% +$1.16M 11.54% 3
2023
Q1 		$26.3M Buy
784,781
+24,834
+3% +$850K 11.63% 3
2022
Q4 		$25.4M Buy
759,947
+13,422
+2% +$446K 12% 3
2022
Q3 		$22.1M Buy
746,525
+12,193
+2% +$396K 12.42% 3
2022
Q2 		$23.2M Buy
+734,332
New +$24.4M 12.4% 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

Triune Financial Partners's DFUV Position: Q1 2026 in Review

Triune Financial Partners increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.93% in Q1 2026, buying an estimated $431K and bringing the position to 956,405 shares worth $46.3M. The position accounts for 11.02% of the portfolio, ranked #3.

Triune Financial Partners 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.

  • Triune Financial Partners held 956,405 shares of Dimensional US Marketwide Value ETF worth $46.3M as of Q1 2026.
  • Triune Financial Partners bought 8,783 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $431K.
  • Dimensional US Marketwide Value ETF made up 11.02% of Triune Financial Partners's portfolio in Q1 2026, its #3 holding.
  • Triune Financial Partners 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 Triune Financial Partners's 13F filing for Q1 2026, filed 30 Apr 2026.