Willis Johnson & Associates’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Willis Johnson & Associates’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	$267K	Sell	5,504 -32	-0.6%	-$1.57K	0.02%	164
2025 Q4	$258K	Sell	5,536 -65	-1%	-$2.95K	0.02%	154
2025 Q3	$250K	Buy	5,601 +3	+0.1%	+$131	0.02%	156
2025 Q2	$237K	Buy	5,598 +28	+0.5%	+$1.12K	0.02%	153
2025 Q1	$230K	Buy	5,570 +49	+0.9%	+$2.06K	0.02%	145
2024 Q4	$226K	Hold	5,521	–	–	0.02%	139
2024 Q3	$230K	Buy	+5,521	New	+$223K	0.02%	148

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

Willis Johnson & Associates's DFUV Position: Q1 2026 in Review

Willis Johnson & Associates reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.58% in Q1 2026, selling an estimated $1.57K and leaving 5,504 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #164.

Willis Johnson & Associates first reported a position in DFUV in Q3 2024 and has held it in 7 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

Willis Johnson & Associates held 5,504 shares of Dimensional US Marketwide Value ETF worth $267K as of Q1 2026.
Willis Johnson & Associates sold 32 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $1.57K.
Dimensional US Marketwide Value ETF made up 0.02% of Willis Johnson & Associates's portfolio in Q1 2026, its #164 holding.
Willis Johnson & Associates first reported a position in Dimensional US Marketwide Value ETF in Q3 2024 and has held it in 7 quarters since.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.