Vantage Point Financial’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Vantage Point Financial’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	$281K	Buy	5,798 +6	+0.1%	+$294	0.1%	135
2025 Q4	$270K	Hold	5,792	–	–	0.1%	136
2025 Q3	$259K	Hold	5,792	–	–	0.1%	136
2025 Q2	$245K	Hold	5,792	–	–	0.11%	127
2025 Q1	$239K	Hold	5,792	–	–	0.12%	113
2024 Q4	$237K	Buy	+5,792	New	+$246K	0.13%	106

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Vantage Point Financial's DFUV Position: Q1 2026 in Review

Vantage Point Financial increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.1% in Q1 2026, buying an estimated $294 and bringing the position to 5,798 shares worth $281K. The position accounts for 0.1% of the portfolio, ranked #135.

Vantage Point Financial first reported a position in DFUV in Q4 2024 and has held it in 6 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

Vantage Point Financial held 5,798 shares of Dimensional US Marketwide Value ETF worth $281K as of Q1 2026.
Vantage Point Financial bought 6 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $294.
Dimensional US Marketwide Value ETF made up 0.1% of Vantage Point Financial's portfolio in Q1 2026, its #135 holding.
Vantage Point Financial first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 6 quarters since.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Vantage Point Financial's 13F filing for Q1 2026, filed 4 May 2026.