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Blue Trust Inc’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Blue Trust Inc’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 		$202K Sell
3,675
-42,057
-92% -$2.21M ﹤0.01% 786
2026
Q1 		$2.22M Buy
45,732
+617
+1% +$30.3K 0.03% 173
2025
Q4 		$2.1M Buy
45,115
+1,340
+3% +$60.8K 0.02% 186
2025
Q3 		$1.96M Buy
43,775
+398
+0.9% +$17.3K 0.02% 190
2025
Q2 		$1.83M Hold
43,377
– – 0.02% 183
2025
Q1 		$1.79M Hold
43,377
– – 0.02% 171
2024
Q4 		$1.77M Sell
43,377
-47
-0.1% -$2K 0.02% 170
2024
Q3 		$1.71M Sell
43,424
-5
-0% -$202 0.02% 174
2024
Q2 		$1.78M Hold
43,429
– – 0.02% 145
2024
Q1 		$1.78M Sell
43,429
-17,526
-29% -$669K 0.03% 121
2023
Q4 		$2.07M Buy
60,955
+11,550
+23% +$398K 0.03% 105
2023
Q3 		$1.7M Hold
49,405
– – 0.03% 129
2023
Q2 		$1.65M Buy
49,405
+45,730
+1,244% +$1.53M 0.03% 122
2023
Q1 		$123K Hold
3,675
– – ﹤0.01% 702
2022
Q4 		$109K Hold
3,675
– – ﹤0.01% 634
2022
Q3 		$116K Buy
+3,675
New +$120K ﹤0.01% 477

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

Blue Trust Inc's DFUV Position: Q2 2026 in Review

Blue Trust Inc reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 92% in Q2 2026, selling an estimated $2.21M and leaving 3,675 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

Blue Trust Inc first reported a position in DFUV in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.22M in Q1 2026. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Blue Trust Inc held 3,675 shares of Dimensional US Marketwide Value ETF worth $202K as of Q2 2026.
  • Blue Trust Inc sold 42,057 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $2.21M.
  • Dimensional US Marketwide Value ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #786 holding.
  • Blue Trust Inc first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and has held it in 16 quarters since.
  • Blue Trust Inc's Dimensional US Marketwide Value ETF position peaked at $2.22M in Q1 2026.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.