Acorn Financial Advisory Services’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Acorn Financial Advisory Services’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 Q2	$384K	Sell	6,978 -391	-5%	-$20.5K	0.05%	157
2026 Q1	$357K	Sell	7,369 -1,843	-20%	-$90.4K	0.05%	150
2025 Q4	$429K	Buy	9,212 +173	+2%	+$7.85K	0.06%	132
2025 Q3	$404K	Sell	9,039 -220	-2%	-$9.58K	0.06%	130
2025 Q2	$391K	Sell	9,259 -642	-6%	-$25.8K	0.06%	130
2025 Q1	$408K	Buy	9,901 +2	+0%	+$84	0.07%	122
2024 Q4	$405K	Buy	9,899 +3	+0%	+$127	0.07%	133
2024 Q3	$413K	Hold	9,896	–	–	0.07%	127
2024 Q2	$389K	Hold	9,896	–	–	0.07%	125
2024 Q1	$405K	Hold	9,896	–	–	0.08%	126
2023 Q4	$368K	Hold	9,896	–	–	0.06%	176
2023 Q3	$337K	Hold	9,896	–	–	0.06%	180
2023 Q2	$341K	Hold	9,896	–	–	0.06%	177
2023 Q1	$331K	Sell	9,896 -8,520	-46%	-$292K	0.06%	169
2022 Q4	$617K	Sell	18,416 -4,665	-20%	-$155K	0.13%	104
2022 Q3	$683K	Buy	+23,081	New	+$751K	0.16%	99

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Acorn Financial Advisory Services's DFUV Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 5.3% in Q2 2026, selling an estimated $20.5K and leaving 6,978 shares worth $384K. The position accounts for 0.05% of the portfolio, ranked #157.

Acorn Financial Advisory Services first reported a position in DFUV in Q3 2022 and has held it in 16 quarters since. The position peaked at $683K in Q3 2022. 803 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Acorn Financial Advisory Services held 6,978 shares of Dimensional US Marketwide Value ETF worth $384K as of Q2 2026.
Acorn Financial Advisory Services sold 391 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $20.5K.
Dimensional US Marketwide Value ETF made up 0.05% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #157 holding.
Acorn Financial Advisory Services first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and has held it in 16 quarters since.
Acorn Financial Advisory Services's Dimensional US Marketwide Value ETF position peaked at $683K in Q3 2022.
803 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.