DFUV β€” DIMENSIONAL US MARKETWIDE VALUE ETF

Ownership history in Aspect Partners, LLC  Β·  7 quarters on record

AI Ownership Summary

Aspect Partners, LLC reported DIMENSIONAL US MARKETWIDE VALUE ETF (DFUV) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.05% in 2024 Q4. The latest visible filing shows DFUV at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFUV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aspect Partners, LLC's position in DIMENSIONAL US MARKETWIDE VALUE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DFUV was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Aspect Partners, LLC held DFUV β€” position size vs. price
% of Fund (quarterly)    DFUV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 2,244 β€” 0% 0.04% $109K 2026-05-15 (Est.) $48.66
2025 Q4 UNCHANGED 2,244 β€” 0% 0.05% $105K 2026-01-23 $48.43
2025 Q3 UNCHANGED 2,244 β€” 0% 0.05% $100K 2025-11-06 $44.11
2025 Q2 UNCHANGED 2,244 β€” 0% 0.05% $95K 2025-08-06 $41.80
2025 Q1 UNCHANGED 2,244 β€” 0% 0.05% $92K 2025-04-24 $38.65
2024 Q4 UNCHANGED 2,244 β€” 0% 0.05% $92K 2025-02-03 $41.62
2024 Q3 INITIATED 2,244 β€” β€” 0.05% $94K 2024-10-15 $41.23

FAQ About Aspect Partners, LLC and DFUV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aspect Partners, LLC reported owning DFUV?

Aspect Partners, LLC reported DFUV across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported DFUV position in Aspect Partners, LLC's portfolio?

The largest reported portfolio weight for DFUV was 0.05% in 2024 Q4.

What is the latest reported DFUV position on this page?

The most recent filing on this page is 2026 Q1, when Aspect Partners, LLC reported 2,244 shares, equal to 0.04% of portfolio, with an estimated market value of $109K.

What does the chart on this DFUV ownership page compare?

The chart compares Aspect Partners, LLC's quarterly DFUV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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