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DFUV icon

WPWealth’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

WPWealth’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 		$29.1M Buy
600,464
+20,176
+3% +$990K 4.45% 8
2025
Q4 		$27M Buy
580,288
+43,970
+8% +$1.99M 4.23% 8
2025
Q3 		$24M Buy
536,318
+52,138
+11% +$2.27M 3.92% 8
2025
Q2 		$20.5M Buy
484,180
+142,511
+42% +$5.72M 3.69% 9
2025
Q1 		$14.1M Buy
341,669
+20,837
+6% +$875K 2.78% 9
2024
Q4 		$13.1M Buy
320,832
+7,496
+2% +$318K 2.68% 9
2024
Q3 		$13.1M Sell
313,336
-5,079
-2% -$205K 2.71% 9
2024
Q2 		$12.5M Buy
318,415
+4,094
+1% +$162K 3.02% 9
2024
Q1 		$12.9M Sell
314,321
-21,219
-6% -$811K 3.32% 8
2023
Q4 		$12.5M Sell
335,540
-6,283
-2% -$216K 3.87% 7
2023
Q3 		$11.6M Sell
341,823
-19,121
-5% -$670K 4.45% 7
2023
Q2 		$12.5M Sell
360,944
-24,699
-6% -$825K 5.34% 6
2023
Q1 		$12.9M Sell
385,643
-112,503
-23% -$3.85M 5.96% 4
2022
Q4 		$16.7M Buy
+498,146
New +$16.6M 8.72% 3

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