AFA
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American Financial Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

American Financial Advisors’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 		$665K Sell
12,095
-63
-0.5% -$3.31K 0.08% 87
2026
Q1 		$589K Buy
12,158
+24
+0.2% +$1.18K 0.08% 80
2025
Q4 		$565K Buy
12,134
+22
+0.2% +$998 0.07% 84
2025
Q3 		$541K Buy
12,112
+29
+0.2% +$1.26K 0.07% 90
2025
Q2 		$511K Sell
12,083
-1,139
-9% -$45.7K 0.07% 90
2025
Q1 		$545K Buy
13,222
+26
+0.2% +$1.09K 0.08% 76
2024
Q4 		$540K Buy
13,196
+27
+0.2% +$1.15K 0.08% 76
2024
Q3 		$549K Buy
13,169
+27
+0.2% +$1.09K 0.07% 75
2024
Q2 		$516K Buy
13,142
+29
+0.2% +$1.15K 0.07% 77
2024
Q1 		$536K Buy
13,113
+23
+0.2% +$879 0.08% 77
2023
Q4 		$487K Buy
13,090
+24
+0.2% +$826 0.07% 81
2023
Q3 		$445K Sell
13,066
-25
-0.2% -$876 0.07% 83
2023
Q2 		$452K Buy
13,091
+32
+0.2% +$1.07K 0.07% 87
2023
Q1 		$437K Buy
13,059
+28
+0.2% +$959 0.07% 90
2022
Q4 		$436K Buy
13,031
+25
+0.2% +$831 0.07% 86
2022
Q3 		$385K Buy
+13,006
New +$423K 0.07% 86

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 28.19% 1-Year Est. Return

American Financial Advisors's DFUV Position: Q2 2026 in Review

American Financial Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.52% in Q2 2026, selling an estimated $3.31K and leaving 12,095 shares worth $665K. The position accounts for 0.08% of the portfolio, ranked #87.

American Financial Advisors first reported a position in DFUV in Q3 2022 and has held it in 16 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • American Financial Advisors held 12,095 shares of Dimensional US Marketwide Value ETF worth $665K as of Q2 2026.
  • American Financial Advisors sold 63 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $3.31K.
  • Dimensional US Marketwide Value ETF made up 0.08% of American Financial Advisors's portfolio in Q2 2026, its #87 holding.
  • American Financial Advisors first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and has held it in 16 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.