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Vestia Personal Wealth Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Vestia Personal Wealth 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 		$12.1M Buy
249,589
+4,511
+2% +$221K 5.68% 4
2025
Q4 		$12M Buy
245,078
+1,629
+0.7% +$73.9K 6.08% 5
2025
Q3 		$10.9M Buy
243,449
+10,082
+4% +$439K 6.31% 5
2025
Q2 		$9.87M Buy
233,367
+23,917
+11% +$961K 6.76% 5
2025
Q1 		$8.63M Buy
209,450
+15,231
+8% +$639K 6.83% 5
2024
Q4 		$7.95M Buy
194,219
+13,003
+7% +$552K 6.54% 5
2024
Q3 		$7.55M Buy
181,216
+4,971
+3% +$201K 7.12% 5
2024
Q2 		$6.92M Buy
+176,245
New +$6.97M 7.38% 5

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

Vestia Personal Wealth Advisors's DFUV Position: Q1 2026 in Review

Vestia Personal Wealth Advisors increased its Dimensional US Marketwide Value ETF (DFUV) stake by 1.8% in Q1 2026, buying an estimated $221K and bringing the position to 249,589 shares worth $12.1M. The position accounts for 5.68% of the portfolio, ranked #4.

Vestia Personal Wealth Advisors first reported a position in DFUV in Q2 2024 and has held it in 8 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Vestia Personal Wealth Advisors held 249,589 shares of Dimensional US Marketwide Value ETF worth $12.1M as of Q1 2026.
  • Vestia Personal Wealth Advisors bought 4,511 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $221K.
  • Dimensional US Marketwide Value ETF made up 5.68% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #4 holding.
  • Vestia Personal Wealth Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2024 and has held it in 8 quarters since.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.