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Bull Oak Capital’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Bull Oak Capital’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
2023
Q3 		– Sell
-8,270
Closed -$285K – 86
2023
Q2 		$285K Sell
8,270
-249
-3% -$8.32K 0.21% 14
2023
Q1 		$285K Buy
+8,519
New +$292K 0.22% 15

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

Bull Oak Capital's DFUV Position: Q2 2026 in Review

Bull Oak Capital increased its Dimensional US Marketwide Value ETF (DFUV) stake by 34% in Q2 2026, buying an estimated $106K and bringing the position to 7,864 shares worth $433K. The position accounts for 0.14% of the portfolio, ranked #27.

Bull Oak Capital first reported a position in DFUV in Q3 2023 and has held it in 12 quarters since. 802 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Bull Oak Capital held 7,864 shares of Dimensional US Marketwide Value ETF worth $433K as of Q2 2026.
  • Bull Oak Capital bought 2,015 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $106K.
  • Dimensional US Marketwide Value ETF made up 0.14% of Bull Oak Capital's portfolio in Q2 2026, its #27 holding.
  • Bull Oak Capital first reported a position in Dimensional US Marketwide Value ETF in Q3 2023 and has held it in 12 quarters since.
  • 802 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Bull Oak Capital's 13F filing for Q2 2026, filed 10 Aug 2026.