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

Waverly 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	$1.28M	Buy	26,450 +3,113	+13%	+$153K	0.01%	759
2025 Q4	$1.09M	Buy	23,337 +7,157	+44%	+$325K	0.01%	734
2025 Q3	$723K	Buy	16,180 +63	+0.4%	+$2.74K	0.01%	731
2025 Q2	$681K	Buy	16,117 +66	+0.4%	+$2.65K	0.01%	723
2025 Q1	$661K	Buy	16,051 +56	+0.4%	+$2.35K	0.01%	705
2024 Q4	$655K	Buy	15,995 +61	+0.4%	+$2.59K	0.01%	616
2024 Q3	$664K	Buy	15,934 +59	+0.4%	+$2.38K	0.01%	526
2024 Q2	$623K	Buy	15,875 +1,999	+14%	+$79.1K	0.01%	527
2024 Q1	$568K	Buy	13,876 +50	+0.4%	+$1.91K	0.01%	460
2023 Q4	$515K	Buy	13,826 +54	+0.4%	+$1.86K	0.02%	295
2023 Q3	$469K	Buy	13,772 +70	+0.5%	+$2.45K	0.02%	268
2023 Q2	$473K	Buy	13,702 +69	+0.5%	+$2.31K	0.02%	249
2023 Q1	$456K	Buy	13,633 +62	+0.5%	+$2.12K	0.02%	200
2022 Q4	$454K	Buy	13,571 +54	+0.4%	+$1.79K	0.03%	184
2022 Q3	$400K	Buy	+13,517	New	+$440K	0.03%	171

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

Waverly Advisors's DFUV Position: Q1 2026 in Review

Waverly Advisors increased its Dimensional US Marketwide Value ETF (DFUV) stake by 13% in Q1 2026, buying an estimated $153K and bringing the position to 26,450 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #759.

Waverly Advisors first reported a position in DFUV in Q3 2022 and has held it in 15 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

Waverly Advisors held 26,450 shares of Dimensional US Marketwide Value ETF worth $1.28M as of Q1 2026.
Waverly Advisors bought 3,113 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $153K.
Dimensional US Marketwide Value ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #759 holding.
Waverly Advisors first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and has held it in 15 quarters since.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.