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

Truvestments 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 		$18.1K Buy
373
+1
+0.3% +$49 ﹤0.01% 666
2025
Q4 		$17.3K Buy
372
+1
+0.3% +$45 ﹤0.01% 618
2025
Q3 		$16.6K Sell
371
-253
-41% -$11K ﹤0.01% 631
2025
Q2 		$26.4K Buy
624
+3
+0.5% +$120 0.01% 492
2025
Q1 		$25.6K Buy
621
+2
+0.3% +$84 0.01% 508
2024
Q4 		$25.3K Sell
619
-97
-14% -$4.12K 0.01% 469
2024
Q3 		$29.8K Buy
+716
New +$28.9K 0.01% 442
2024
Q2 		– Sell
-710
Closed -$29K – 346
2024
Q1 		$29K Buy
710
+3
+0.4% +$115 0.01% 406
2023
Q4 		$26.3K Sell
707
-255
-27% -$8.78K 0.01% 397
2023
Q3 		$32.7K Buy
+962
New +$33.7K 0.02% 328

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

Truvestments Capital's DFUV Position: Q1 2026 in Review

Truvestments Capital increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.27% in Q1 2026, buying an estimated $49 and bringing the position to 373 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Truvestments Capital first reported a position in DFUV in Q3 2023 and has held it in 10 quarters since. The position peaked at $32.7K in Q3 2023. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Truvestments Capital held 373 shares of Dimensional US Marketwide Value ETF worth $18.1K as of Q1 2026.
  • Truvestments Capital bought 1 Dimensional US Marketwide Value ETF share in Q1 2026, an estimated $49.
  • Dimensional US Marketwide Value ETF made up ﹤0.01% of Truvestments Capital's portfolio in Q1 2026, its #666 holding.
  • Truvestments Capital first reported a position in Dimensional US Marketwide Value ETF in Q3 2023 and has held it in 10 quarters since.
  • Truvestments Capital's Dimensional US Marketwide Value ETF position peaked at $32.7K in Q3 2023.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

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