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Weinberger Asset Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Weinberger Asset Management’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 		$6.85M Buy
141,417
+11,960
+9% +$587K 2.57% 13
2025
Q4 		$6.03M Buy
129,457
+10,921
+9% +$495K 2.17% 13
2025
Q3 		$5.3M Buy
118,536
+19,121
+19% +$833K 1.92% 13
2025
Q2 		$4.2M Buy
99,415
+12,457
+14% +$500K 1.62% 16
2025
Q1 		$3.58M Buy
86,958
+1,434
+2% +$60.2K 1.54% 19
2024
Q4 		$3.5M Buy
85,524
+11,503
+16% +$488K 1.46% 20
2024
Q3 		$3.09M Buy
74,021
+15,339
+26% +$620K 1.32% 20
2024
Q2 		$2.3M Buy
58,682
+7,793
+15% +$308K 1.09% 25
2024
Q1 		$2.08M Buy
50,889
+10,323
+25% +$394K 1.01% 26
2023
Q4 		$1.51M Buy
40,566
+3,126
+8% +$108K 0.78% 31
2023
Q3 		$1.27M Buy
37,440
+11,438
+44% +$401K 0.73% 30
2023
Q2 		$897K Buy
26,002
+9,929
+62% +$332K 0.49% 39
2023
Q1 		$538K Buy
16,073
+8,345
+108% +$286K 0.31% 52
2022
Q4 		$259K Buy
+7,728
New +$257K 0.16% 67

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

Weinberger Asset Management's DFUV Position: Q1 2026 in Review

Weinberger Asset Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 9.2% in Q1 2026, buying an estimated $587K and bringing the position to 141,417 shares worth $6.85M. The position accounts for 2.57% of the portfolio, ranked #13.

Weinberger Asset Management 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.

  • Weinberger Asset Management held 141,417 shares of Dimensional US Marketwide Value ETF worth $6.85M as of Q1 2026.
  • Weinberger Asset Management bought 11,960 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $587K.
  • Dimensional US Marketwide Value ETF made up 2.57% of Weinberger Asset Management's portfolio in Q1 2026, its #13 holding.
  • Weinberger Asset Management 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 Weinberger Asset Management's 13F filing for Q1 2026, filed 8 May 2026.