Cladis Investment Advisory’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Cladis Investment Advisory’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	$215K	Buy	+3,900	New	+$205K	0.1%	162
2023 Q3	–	Sell	-6,911	Closed	-$238K	–	135
2023 Q2	$238K	Hold	6,911	–	–	0.21%	113
2023 Q1	$231K	Buy	6,911 +908	+15%	+$31.1K	0.21%	120
2022 Q4	$201K	Buy	+6,003	New	+$199K	0.2%	123

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Cladis Investment Advisory's DFUV Position: Q2 2026 in Review

Cladis Investment Advisory opened a new position in Dimensional US Marketwide Value ETF (DFUV) in Q2 2026: 3,900 shares worth $215K. The stake represents 0.1% of the portfolio and ranks #162 among its holdings. This is a return to the name: Cladis Investment Advisory previously reported a position in DFUV as recently as Q2 2023.

Cladis Investment Advisory first reported a position in DFUV in Q4 2022 and has held it in 4 quarters since. The position peaked at $238K in Q2 2023. 802 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Cladis Investment Advisory held 3,900 shares of Dimensional US Marketwide Value ETF worth $215K as of Q2 2026.
Dimensional US Marketwide Value ETF was a new Cladis Investment Advisory position in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.1% of Cladis Investment Advisory's portfolio in Q2 2026, its #162 holding.
Cladis Investment Advisory first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 4 quarters since.
Cladis Investment Advisory's Dimensional US Marketwide Value ETF position peaked at $238K in Q2 2023.
802 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Cladis Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.