WWM
DFUV icon

Whalen Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Whalen Wealth 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 		$341K Buy
7,036
+25
+0.4% +$1.23K 0.18% 141
2025
Q4 		$327K Buy
7,011
+25
+0.4% +$1.13K 0.18% 155
2025
Q3 		$312K Buy
6,986
+31
+0.4% +$1.35K 0.18% 126
2025
Q2 		$294K Buy
6,955
+32
+0.5% +$1.28K 0.18% 142
2025
Q1 		$285K Buy
6,923
+28
+0.4% +$1.18K 0.19% 106
2024
Q4 		$282K Buy
6,895
+29
+0.4% +$1.23K 0.2% 99
2024
Q3 		$286K Buy
6,866
+29
+0.4% +$1.17K 0.2% 91
2024
Q2 		$268K Buy
6,837
+31
+0.5% +$1.23K 0.21% 84
2024
Q1 		$278K Hold
6,806
– – 0.21% 74
2023
Q4 		$253K Buy
+6,806
New +$234K 0.23% 91

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

Whalen Wealth Management's DFUV Position: Q1 2026 in Review

Whalen Wealth Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.36% in Q1 2026, buying an estimated $1.23K and bringing the position to 7,036 shares worth $341K. The position accounts for 0.18% of the portfolio, ranked #141.

Whalen Wealth Management first reported a position in DFUV in Q4 2023 and has held it in 10 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Whalen Wealth Management held 7,036 shares of Dimensional US Marketwide Value ETF worth $341K as of Q1 2026.
  • Whalen Wealth Management bought 25 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $1.23K.
  • Dimensional US Marketwide Value ETF made up 0.18% of Whalen Wealth Management's portfolio in Q1 2026, its #141 holding.
  • Whalen Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.