Cetera Investment Advisers
DFUV icon

Cetera Investment Advisers’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Cetera Investment Advisers’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
Q1 		$22.1M Buy
456,868
+9,136
+2% +$448K 0.02% 637
2025
Q4 		$20.9M Buy
447,732
+55,016
+14% +$2.5M 0.02% 652
2025
Q3 		$17.6M Buy
392,716
+30,613
+8% +$1.33M 0.02% 701
2025
Q2 		$15.3M Sell
362,103
-11,715
-3% -$470K 0.03% 626
2025
Q1 		$15.4M Sell
373,818
-149,640
-29% -$6.28M 0.03% 556
2024
Q4 		$21.4M Buy
523,458
+94,768
+22% +$4.02M 0.04% 404
2024
Q3 		$17.9M Sell
428,690
-77,460
-15% -$3.13M 0.04% 450
2024
Q2 		$19.9M Buy
506,150
+13,502
+3% +$534K 0.05% 399
2024
Q1 		$20.1M Buy
492,648
+202,380
+70% +$7.73M 0.05% 388
2023
Q4 		$10.8M Sell
290,268
-41,801
-13% -$1.44M 0.09% 209
2023
Q3 		$11.3M Buy
332,069
+28,366
+9% +$994K 0.1% 192
2023
Q2 		$10.5M Buy
303,703
+868
+0.3% +$29K 0.09% 212
2023
Q1 		$10.1M Buy
302,835
+42,395
+16% +$1.45M 0.09% 212
2022
Q4 		$8.72M Buy
260,440
+14,988
+6% +$498K 0.08% 238
2022
Q3 		$7.27M Sell
245,452
-2,896
-1% -$94.2K 0.15% 145
2022
Q2 		$7.85M Buy
+248,348
New +$8.27M 0.12% 170

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cetera Investment Advisers's DFUV Position: Q1 2026 in Review

Cetera Investment Advisers increased its Dimensional US Marketwide Value ETF (DFUV) stake by 2% in Q1 2026, buying an estimated $448K and bringing the position to 456,868 shares worth $22.1M. The position accounts for 0.02% of the portfolio, ranked #637.

Cetera Investment Advisers first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Cetera Investment Advisers held 456,868 shares of Dimensional US Marketwide Value ETF worth $22.1M as of Q1 2026.
  • Cetera Investment Advisers bought 9,136 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $448K.
  • Dimensional US Marketwide Value ETF made up 0.02% of Cetera Investment Advisers's portfolio in Q1 2026, its #637 holding.
  • Cetera Investment Advisers first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.