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Allworth Financial’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Allworth Financial’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 		$38.8M Sell
704,814
-399,205
-36% -$21M 0.16% 88
2026
Q1 		$53.5M Buy
1,104,019
+387,275
+54% +$19M 0.22% 70
2025
Q4 		$33.4M Sell
716,744
-8,387
-1% -$380K 0.14% 95
2025
Q3 		$32.4M Sell
725,131
-1,006
-0.1% -$43.8K 0.14% 94
2025
Q2 		$30.7M Sell
726,137
-2,043
-0.3% -$82K 0.15% 95
2025
Q1 		$28.6M Sell
728,180
-13,490
-2% -$566K 0.16% 81
2024
Q4 		$31.8M Buy
741,670
+292,756
+65% +$12.4M 0.17% 73
2024
Q3 		$18.7M Buy
448,914
+33,774
+8% +$1.36M 0.11% 101
2024
Q2 		$16.8M Buy
415,140
+4,913
+1% +$194K 0.11% 104
2024
Q1 		$16.8M Buy
410,227
+5,026
+1% +$192K 0.12% 82
2023
Q4 		$15.1M Sell
405,201
-4,499
-1% -$155K 0.12% 78
2023
Q3 		$13.9M Sell
409,700
-13,456
-3% -$471K 0.12% 75
2023
Q2 		$14.6M Sell
423,156
-29,985
-7% -$1M 0.12% 74
2023
Q1 		$15.2M Sell
453,141
-7,201
-2% -$247K 0.15% 74
2022
Q4 		$15.4M Buy
460,342
+1,902
+0.4% +$63.2K 0.17% 74
2022
Q3 		$13.6M Sell
458,440
-1,119
-0.2% -$36.4K 0.17% 73
2022
Q2 		$14.5M Buy
+459,559
New +$15.3M 0.2% 68

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

Allworth Financial's DFUV Position: Q2 2026 in Review

Allworth Financial reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 36% in Q2 2026, selling an estimated $21M and leaving 704,814 shares worth $38.8M. The position accounts for 0.16% of the portfolio, ranked #88.

Allworth Financial first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. The position peaked at $53.5M in Q1 2026. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Allworth Financial held 704,814 shares of Dimensional US Marketwide Value ETF worth $38.8M as of Q2 2026.
  • Allworth Financial sold 399,205 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $21M.
  • Dimensional US Marketwide Value ETF made up 0.16% of Allworth Financial's portfolio in Q2 2026, its #88 holding.
  • Allworth Financial first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • Allworth Financial's Dimensional US Marketwide Value ETF position peaked at $53.5M in Q1 2026.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.