Wealthspire Advisors (New York)’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Wealthspire Advisors (New York)’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	$8.64M	Sell	178,351 -14,302	-7%	-$702K	0.07%	126
2025 Q4	$8.98M	Sell	192,653 -11,445	-6%	-$519K	0.07%	124
2025 Q3	$9.12M	Sell	204,098 -2,090	-1%	-$91K	0.05%	122
2025 Q2	$8.72M	Sell	206,188 -4,877	-2%	-$196K	0.05%	130
2025 Q1	$8.7M	Sell	211,065 -1,425	-0.7%	-$59.8K	0.05%	124
2024 Q4	$8.7M	Sell	212,490 -2,132	-1%	-$90.5K	0.09%	115
2024 Q3	$8.95M	Buy	214,622 +205,677	+2,299%	+$8.31M	0.09%	112
2024 Q2	$351K	Buy	+8,945	New	+$354K	﹤0.01%	504

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

Wealthspire Advisors (New York)'s DFUV Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 7.4% in Q1 2026, selling an estimated $702K and leaving 178,351 shares worth $8.64M. The position accounts for 0.07% of the portfolio, ranked #126.

Wealthspire Advisors (New York) first reported a position in DFUV in Q2 2024 and has held it in 8 quarters since. The position peaked at $9.12M in Q3 2025. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

Wealthspire Advisors (New York) held 178,351 shares of Dimensional US Marketwide Value ETF worth $8.64M as of Q1 2026.
Wealthspire Advisors (New York) sold 14,302 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $702K.
Dimensional US Marketwide Value ETF made up 0.07% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #126 holding.
Wealthspire Advisors (New York) first reported a position in Dimensional US Marketwide Value ETF in Q2 2024 and has held it in 8 quarters since.
Wealthspire Advisors (New York)'s Dimensional US Marketwide Value ETF position peaked at $9.12M in Q3 2025.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.