WFAG
DFUV icon

Wescott Financial Advisory Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Wescott Financial Advisory Group’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 		$37.4M Buy
771,747
+1,745
+0.2% +$85.6K 3.28% 9
2025
Q4 		$35.9M Sell
770,002
-79,889
-9% -$3.62M 3.13% 9
2025
Q3 		$38M Buy
849,891
+2,987
+0.4% +$130K 3.41% 9
2025
Q2 		$35.8M Sell
846,904
-2,888
-0.3% -$116K 3.43% 9
2025
Q1 		$35M Sell
849,792
-4,719
-0.6% -$198K 3.63% 9
2024
Q4 		$35M Sell
854,511
-43,724
-5% -$1.86M 3.62% 7
2024
Q3 		$37.4M Buy
898,235
+299
+0% +$12.1K 4.03% 6
2024
Q2 		$35.3M Sell
897,936
-10,305
-1% -$408K 4.1% 6
2024
Q1 		$37.1M Sell
908,241
-66,072
-7% -$2.52M 4.62% 4
2023
Q4 		$36.3M Buy
974,313
+5,440
+0.6% +$187K 5.08% 4
2023
Q3 		$33M Sell
968,873
-7,495
-0.8% -$263K 6.03% 3
2023
Q2 		$33.7M Buy
976,368
+46,611
+5% +$1.56M 5.95% 3
2023
Q1 		$31.1M Buy
929,757
+4,708
+0.5% +$161K 6.76% 2
2022
Q4 		$31M Buy
925,049
+23,095
+3% +$767K 6.68% 3
2022
Q3 		$26.7M Buy
901,954
+2,050
+0.2% +$66.7K 7.44% 2
2022
Q2 		$28.4M Buy
+899,904
New +$29.9M 7.72% 2

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

Wescott Financial Advisory Group's DFUV Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.23% in Q1 2026, buying an estimated $85.6K and bringing the position to 771,747 shares worth $37.4M. The position accounts for 3.28% of the portfolio, ranked #9.

Wescott Financial Advisory Group first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. The position peaked at $38M in Q3 2025. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Wescott Financial Advisory Group held 771,747 shares of Dimensional US Marketwide Value ETF worth $37.4M as of Q1 2026.
  • Wescott Financial Advisory Group bought 1,745 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $85.6K.
  • Dimensional US Marketwide Value ETF made up 3.28% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #9 holding.
  • Wescott Financial Advisory Group first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
  • Wescott Financial Advisory Group's Dimensional US Marketwide Value ETF position peaked at $38M in Q3 2025.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.