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

Altiora Financial Group’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 		$15.4M Sell
279,469
-15
-0% -$788 2.42% 10
2026
Q1 		$13.5M Buy
279,484
+691
+0.2% +$33.9K 2.23% 12
2025
Q4 		$13M Sell
278,793
-14,706
-5% -$667K 2.24% 13
2025
Q3 		$13.1M Sell
293,499
-9,940
-3% -$433K 2.4% 13
2025
Q2 		$12.8M Sell
303,439
-4,134
-1% -$166K 2.51% 11
2025
Q1 		$12.7M Buy
307,573
+5,521
+2% +$232K 2.7% 9
2024
Q4 		$12.4M Sell
302,052
-15,198
-5% -$645K 2.69% 10
2024
Q3 		$13.2M Buy
317,250
+61
+0% +$2.46K 2.92% 8
2024
Q2 		$12.5M Buy
317,189
+220
+0.1% +$8.71K 2.99% 10
2024
Q1 		$13M Buy
316,969
+4,913
+2% +$188K 3.52% 7
2023
Q4 		$11.6M Buy
312,056
+204,935
+191% +$7.05M 3.37% 7
2023
Q3 		$3.64M Sell
107,121
-33,899
-24% -$1.19M 1.69% 13
2023
Q2 		$4.87M Sell
141,020
-3,627
-3% -$121K 2.14% 10
2023
Q1 		$4.84M Buy
144,647
+179
+0.1% +$6.13K 2.23% 10
2022
Q4 		$4.84M Buy
+144,468
New +$4.8M 2.41% 8

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

Altiora Financial Group's DFUV Position: Q2 2026 in Review

Altiora Financial Group reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.01% in Q2 2026, selling an estimated $788 and leaving 279,469 shares worth $15.4M. The position accounts for 2.42% of the portfolio, ranked #10.

Altiora Financial Group first reported a position in DFUV in Q4 2022 and has held it in 15 quarters since. 802 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Altiora Financial Group held 279,469 shares of Dimensional US Marketwide Value ETF worth $15.4M as of Q2 2026.
  • Altiora Financial Group sold 15 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $788.
  • Dimensional US Marketwide Value ETF made up 2.42% of Altiora Financial Group's portfolio in Q2 2026, its #10 holding.
  • Altiora Financial Group first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 802 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Altiora Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.