VWA
DFUV icon

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

Visionary 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 		$9.29M Buy
191,693
+1,476
+0.8% +$72.4K 0.41% 72
2025
Q4 		$8.86M Buy
190,217
+22,546
+13% +$1.02M 0.4% 74
2025
Q3 		$7.49M Buy
167,671
+41,967
+33% +$1.83M 0.35% 78
2025
Q2 		$5.31M Buy
125,704
+5,158
+4% +$207K 0.27% 92
2025
Q1 		$4.97M Buy
120,546
+4,081
+4% +$171K 0.3% 87
2024
Q4 		$4.77M Buy
116,465
+16,448
+16% +$698K 0.28% 96
2024
Q3 		$4.17M Buy
100,017
+1,415
+1% +$57.2K 0.25% 101
2024
Q2 		$3.87M Sell
98,602
-3,594
-4% -$142K 0.25% 103
2024
Q1 		$4.18M Buy
102,196
+2,330
+2% +$89K 0.28% 94
2023
Q4 		$3.72M Sell
99,866
-917
-0.9% -$31.6K 0.27% 105
2023
Q3 		$3.43M Buy
100,783
+987
+1% +$34.6K 0.28% 99
2023
Q2 		$3.44M Buy
99,796
+340
+0.3% +$11.4K 0.28% 98
2023
Q1 		$3.33M Buy
99,456
+4,050
+4% +$139K 0.28% 92
2022
Q4 		$3.19M Buy
+95,406
New +$3.17M 0.29% 90

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

Visionary Wealth Advisors's DFUV Position: Q1 2026 in Review

Visionary Wealth Advisors increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.78% in Q1 2026, buying an estimated $72.4K and bringing the position to 191,693 shares worth $9.29M. The position accounts for 0.41% of the portfolio, ranked #72.

Visionary Wealth 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.

  • Visionary Wealth Advisors held 191,693 shares of Dimensional US Marketwide Value ETF worth $9.29M as of Q1 2026.
  • Visionary Wealth Advisors bought 1,476 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $72.4K.
  • Dimensional US Marketwide Value ETF made up 0.41% of Visionary Wealth Advisors's portfolio in Q1 2026, its #72 holding.
  • Visionary Wealth 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 Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.