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

Bragg Financial 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
Q2 		$1.64M Hold
29,836
– – 0.04% 205
2026
Q1 		$1.45M Hold
29,836
– – 0.05% 199
2025
Q4 		$1.39M Hold
29,836
– – 0.05% 200
2025
Q3 		$1.33M Hold
29,836
– – 0.04% 199
2025
Q2 		$1.26M Buy
+29,836
New +$1.2M 0.05% 204

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

Bragg Financial Advisors's DFUV Position: Q2 2026 in Review

Bragg Financial Advisors held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 29,836 shares worth $1.64M. The position accounts for 0.04% of the portfolio, ranked #205.

Bragg Financial Advisors first reported a position in DFUV in Q2 2025 and has held it in 5 quarters since. 803 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Bragg Financial Advisors held 29,836 shares of Dimensional US Marketwide Value ETF worth $1.64M as of Q2 2026.
  • Bragg Financial Advisors left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.04% of Bragg Financial Advisors's portfolio in Q2 2026, its #205 holding.
  • Bragg Financial Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 803 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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