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

Berger 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	$953K	Buy	17,317 +3	+0%	+$158	0.05%	219
2026 Q1	$839K	Buy	17,314 +3	+0%	+$147	0.05%	221
2025 Q4	$807K	Buy	17,311 +3	+0%	+$136	0.05%	229
2025 Q3	$773K	Buy	17,308 +4	+0%	+$174	0.05%	230
2025 Q2	$732K	Sell	17,304 -1,785	-9%	-$71.7K	0.05%	221
2025 Q1	$787K	Buy	19,089 +80	+0.4%	+$3.36K	0.05%	208
2024 Q4	$778K	Buy	+19,009	New	+$807K	0.05%	200

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

Berger Financial Group increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.02% in Q2 2026, buying an estimated $158 and bringing the position to 17,317 shares worth $953K. The position accounts for 0.05% of the portfolio, ranked #219.

Berger Financial Group first reported a position in DFUV in Q4 2024 and has held it in 7 quarters since. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Berger Financial Group held 17,317 shares of Dimensional US Marketwide Value ETF worth $953K as of Q2 2026.
Berger Financial Group bought 3 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $158.
Dimensional US Marketwide Value ETF made up 0.05% of Berger Financial Group's portfolio in Q2 2026, its #219 holding.
Berger Financial Group first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 7 quarters since.
800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.