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Ancora Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Ancora 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
Q1 		$1.07M Sell
22,061
-361
-2% -$17.7K 0.02% 392
2025
Q4 		$1.04M Sell
22,422
-1,400
-6% -$63.5K 0.02% 397
2025
Q3 		$1.06M Sell
23,822
-1,977
-8% -$86.1K 0.02% 409
2025
Q2 		$1.09M Sell
25,799
-12,957
-33% -$520K 0.02% 388
2025
Q1 		$1.6M Sell
38,756
-7,775
-17% -$326K 0.04% 311
2024
Q4 		$1.9M Sell
46,531
-18,689
-29% -$793K 0.04% 288
2024
Q3 		$2.72M Sell
65,220
-23,451
-26% -$948K 0.06% 235
2024
Q2 		$3.48M Sell
88,671
-139,389
-61% -$5.52M 0.09% 203
2024
Q1 		$9.33M Sell
228,060
-94,453
-29% -$3.61M 0.21% 96
2023
Q4 		$12M Buy
322,513
+13,913
+5% +$479K 0.28% 66
2023
Q3 		$10.5M Buy
308,600
+3,929
+1% +$138K 0.28% 69
2023
Q2 		$10.5M Buy
304,671
+34,932
+13% +$1.17M 0.28% 73
2023
Q1 		$9.03M Buy
269,739
+269,498
+111,825% +$9.23M 0.26% 78
2022
Q4 		$8K Hold
241
– – ﹤0.01% 1389
2022
Q3 		$7K Buy
+241
New +$7.84K ﹤0.01% 1568

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

Ancora Advisors's DFUV Position: Q1 2026 in Review

Ancora Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.6% in Q1 2026, selling an estimated $17.7K and leaving 22,061 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #392.

Ancora Advisors first reported a position in DFUV in Q3 2022 and has held it in 15 quarters since. The position peaked at $12M in Q4 2023. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Ancora Advisors held 22,061 shares of Dimensional US Marketwide Value ETF worth $1.07M as of Q1 2026.
  • Ancora Advisors sold 361 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $17.7K.
  • Dimensional US Marketwide Value ETF made up 0.02% of Ancora Advisors's portfolio in Q1 2026, its #392 holding.
  • Ancora Advisors first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and has held it in 15 quarters since.
  • Ancora Advisors's Dimensional US Marketwide Value ETF position peaked at $12M in Q4 2023.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.