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
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

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 $104B AUM 28.3% 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 $72.2B AUM 27.85% 1-Year Est. Return

Baird Financial Group's DFUV Position: Q2 2026 in Review

Baird Financial Group reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.47% in Q2 2026, selling an estimated $7.77K and leaving 31,318 shares worth $1.72M. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

Baird Financial Group first reported a position in DFUV in Q4 2022 and has held it in 15 quarters since. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Baird Financial Group held 31,318 shares of Dimensional US Marketwide Value ETF worth $1.72M as of Q2 2026.
  • Baird Financial Group sold 148 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $7.77K.
  • Dimensional US Marketwide Value ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1155 holding.
  • Baird Financial Group first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.