Baird Financial Group
DFUV icon

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

Baird 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 		$1.65M Sell
29,959
-1,359
-4% -$76.4K ﹤0.01% 1145
2026
Q2 		$1.72M Sell
31,318
-148
-0.5% -$7.77K ﹤0.01% 1155
2026
Q1 		$1.52M Buy
31,466
+89
+0.3% +$4.37K ﹤0.01% 1138
2025
Q4 		$1.46M Buy
31,377
+1,980
+7% +$89.8K ﹤0.01% 1134
2025
Q3 		$1.31M Sell
29,397
-95
-0.3% -$4.14K ﹤0.01% 1175
2025
Q2 		$1.25M Buy
29,492
+925
+3% +$37.1K ﹤0.01% 1156
2025
Q1 		$1.18M Sell
28,567
-1,533
-5% -$64.4K ﹤0.01% 1124
2024
Q4 		$1.23M Buy
30,100
+2,502
+9% +$106K ﹤0.01% 1114
2024
Q3 		$1.15M Buy
27,598
+601
+2% +$24.3K ﹤0.01% 1131
2024
Q2 		$1.06M Hold
26,997
– – ﹤0.01% 1148
2024
Q1 		$1.1M Buy
26,997
+10,980
+69% +$419K ﹤0.01% 1133
2023
Q4 		$596K Buy
16,017
+1,906
+14% +$65.6K ﹤0.01% 1300
2023
Q3 		$480K Sell
14,111
-1,555
-10% -$54.5K ﹤0.01% 1346
2023
Q2 		$540K Sell
15,666
-16,088
-51% -$538K ﹤0.01% 1317
2023
Q1 		$1.06M Sell
31,754
-10,841
-25% -$371K ﹤0.01% 1079
2022
Q4 		$1.43M Buy
+42,595
New +$1.42M ﹤0.01% 972

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

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

Baird Financial Group reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 4.3% in Q3 2026, selling an estimated $76.4K and leaving 29,959 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1145.

Baird Financial Group first reported a position in DFUV in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.72M in Q2 2026. 729 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • Baird Financial Group held 29,959 shares of Dimensional US Marketwide Value ETF worth $1.65M as of Q3 2026.
  • Baird Financial Group sold 1,359 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $76.4K.
  • Dimensional US Marketwide Value ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q3 2026, its #1145 holding.
  • Baird Financial Group first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 16 quarters since.
  • Baird Financial Group's Dimensional US Marketwide Value ETF position peaked at $1.72M in Q2 2026.
  • 729 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

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