Altiora Financial Group
DFUV icon

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
Q3 		$15.2M Sell
277,169
-2,300
-0.8% -$129K 2.5% 10
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% +$8.7K 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

Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Altiora Financial Group's DFUV Position: Q3 2026 in Review

Altiora Financial Group reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.82% in Q3 2026, selling an estimated $129K and leaving 277,169 shares worth $15.2M. The position accounts for 2.5% of the portfolio, ranked #10.

Altiora Financial Group first reported a position in DFUV in Q4 2022 and has held it in 16 quarters since. The position peaked at $15.4M in Q2 2026. 729 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • Altiora Financial Group held 277,169 shares of Dimensional US Marketwide Value ETF worth $15.2M as of Q3 2026.
  • Altiora Financial Group sold 2,300 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $129K.
  • Dimensional US Marketwide Value ETF made up 2.5% of Altiora Financial Group's portfolio in Q3 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 16 quarters since.
  • Altiora Financial Group's Dimensional US Marketwide Value ETF position peaked at $15.4M in Q2 2026.
  • 729 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Altiora Financial Group's 13F filing for Q3 2026, filed 4 Nov 2026.