AFAS
DFUV icon

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
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

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IFA
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PL
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Northern Trust
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Creative Planning
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FPAS
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return