Focus Partners Wealth DFUV holdings history
DIMENSIONAL US MARKETWIDE VA · CUSIP 25434V724 · CIK 1542153
As of 2026-06-30, Focus Partners Wealth reported 14.22M DFUV (shares), valued at $782.11M, or 0.80% of its reported non-derivative portfolio. Filed 2026-08-12.
Verify history & sources →Shares decreased 3.25%; reported value increased 9.82%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.80% | 14,217,663 | SEC filing ↗Filed Aug 12, 2026 |
| Q1 2026 | 0.79% | 14,695,031 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 0.78% | 14,767,787 | SEC filing ↗Filed Feb 13, 2026 |
| Q3 2025 | 1.01% | 14,681,894 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 1.22% | 13,365,832 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 1.54% | 14,874,351 | SEC filing ↗Filed May 15, 2025Amended |
| Q4 2024 | 1.54% | 14,469,845 | SEC filing ↗Filed May 29, 2025Amended |
| Q3 2024 | 1.91% | 14,388,727 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 0.00% | 23,913 | SEC filing ↗Filed Aug 15, 2024 |
| Q1 2024 | 0.01% | 22,997 | SEC filing ↗Filed May 16, 2024 |
| Q4 2023 | 0.01% | 22,997 | SEC filing ↗Filed Feb 15, 2024 |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | 0.01% | 22,997 | $856.00K | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 15, 2024 |
| Q1 2024 | 0.01% | 22,997 | $941.00K | Shares unchanged; reported value increased 9.93%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 16, 2024 |
| Q2 2024 | 0.00% | 23,913 | $939.00K | Shares increased 3.98%; reported value decreased 0.21%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 15, 2024 |
| Q3 2024 | 1.91% | 14,388,727 | $599.87M | Shares increased 60071.15%; reported value increased 63783.50%, and weight changed +1.91 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 1.54% | 14,469,845 | $592.11M | Shares increased 0.56%; reported value decreased 1.29%, and weight changed -0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 29, 2025 |
| Q1 2025 | 1.54% | 14,874,351 | $612.97M | Shares increased 2.80%; reported value increased 3.52%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 1.22% | 13,365,832 | $565.11M | Shares decreased 10.14%; reported value decreased 7.81%, and weight changed -0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 1.01% | 14,681,894 | $656.33M | Shares increased 9.85%; reported value increased 16.14%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 0.78% | 14,767,787 | $688.03M | Shares increased 0.59%; reported value increased 4.83%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2026 |
| Q1 2026 | 0.79% | 14,695,031 | $712.21M | Shares decreased 0.49%; reported value increased 3.51%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 0.80% | 14,217,663 | $782.11M | Shares decreased 3.25%; reported value increased 9.82%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2026 |
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