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

CGN 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 		$236K Sell
4,293
-71
-2% -$3.73K 0.02% 300
2026
Q1 		$211K Sell
4,364
-1,565
-26% -$76.8K 0.02% 311
2025
Q4 		$276K Sell
5,929
-4
-0.1% -$181 0.02% 284
2025
Q3 		$265K Sell
5,933
-5
-0.1% -$218 0.02% 284
2025
Q2 		$251K Hold
5,938
– – 0.02% 281
2025
Q1 		$245K Buy
+5,938
New +$249K 0.02% 276

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

CGN Advisors's DFUV Position: Q2 2026 in Review

CGN Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.6% in Q2 2026, selling an estimated $3.73K and leaving 4,293 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #300.

CGN Advisors first reported a position in DFUV in Q1 2025 and has held it in 6 quarters since. The position peaked at $276K in Q4 2025. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • CGN Advisors held 4,293 shares of Dimensional US Marketwide Value ETF worth $236K as of Q2 2026.
  • CGN Advisors sold 71 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $3.73K.
  • Dimensional US Marketwide Value ETF made up 0.02% of CGN Advisors's portfolio in Q2 2026, its #300 holding.
  • CGN Advisors first reported a position in Dimensional US Marketwide Value ETF in Q1 2025 and has held it in 6 quarters since.
  • CGN Advisors's Dimensional US Marketwide Value ETF position peaked at $276K in Q4 2025.
  • 800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.