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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
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 $67.6B AUM 18.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Altiora Financial Group's DFUV Position: Q1 2026 in Review

Altiora Financial Group increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.25% in Q1 2026, buying an estimated $33.9K and bringing the position to 279,484 shares worth $13.5M. The position accounts for 2.23% of the portfolio, ranked #12.

Altiora Financial Group first reported a position in DFUV in Q4 2022 and has held it in 14 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Altiora Financial Group held 279,484 shares of Dimensional US Marketwide Value ETF worth $13.5M as of Q1 2026.
  • Altiora Financial Group bought 691 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $33.9K.
  • Dimensional US Marketwide Value ETF made up 2.23% of Altiora Financial Group's portfolio in Q1 2026, its #12 holding.
  • Altiora Financial Group first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Altiora Financial Group's 13F filing for Q1 2026, filed 8 May 2026.