AlTi Global’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

AlTi Global’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	$469K	Hold	8,530	–	–	0.01%	372
2026 Q1	$413K	Hold	8,530	–	–	0.01%	331
2025 Q4	$397K	Hold	8,530	–	–	0.01%	341
2025 Q3	$381K	Hold	8,530	–	–	0.01%	339
2025 Q2	$361K	Hold	8,530	–	–	0.01%	338
2025 Q1	$352K	Sell	8,530 -370	-4%	-$15.5K	0.01%	313
2024 Q4	$364K	Hold	8,900	–	–	0.01%	322
2024 Q3	$371K	Hold	8,900	–	–	0.01%	302
2024 Q2	$350K	Hold	8,900	–	–	0.01%	301
2024 Q1	$364K	Hold	8,900	–	–	0.01%	292
2023 Q4	$331K	Buy	+8,900	New	+$306K	0.01%	279

Other funds holding DFUV

FPAS

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

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TCOTS

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

AlTi Global's DFUV Position: Q2 2026 in Review

AlTi Global held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 8,530 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #372.

AlTi Global first reported a position in DFUV in Q4 2023 and has held it in 11 quarters since. 540 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

AlTi Global held 8,530 shares of Dimensional US Marketwide Value ETF worth $469K as of Q2 2026.
AlTi Global left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.01% of AlTi Global's portfolio in Q2 2026, its #372 holding.
AlTi Global first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 11 quarters since.
540 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.