CCM
DFUV icon

Colorado Capital Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Colorado Capital Management’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 		$6.23M Sell
113,213
-13,861
-11% -$728K 2.13% 16
2026
Q1 		$6.16M Sell
127,074
-3,357
-3% -$165K 2.3% 13
2025
Q4 		$6.08M Sell
130,431
-1,662
-1% -$75.4K 2.28% 14
2025
Q3 		$5.9M Sell
132,093
-428
-0.3% -$18.6K 2.28% 13
2025
Q2 		$5.6M Sell
132,521
-26,211
-17% -$1.05M 2.4% 13
2025
Q1 		$6.54M Sell
158,732
-2,261
-1% -$94.9K 3.05% 9
2024
Q4 		$6.59M Sell
160,993
-16,098
-9% -$683K 3.19% 9
2024
Q3 		$7.38M Sell
177,091
-1,943
-1% -$78.5K 3.65% 6
2024
Q2 		$7.03M Sell
179,034
-3,884
-2% -$154K 3.92% 4
2024
Q1 		$7.48M Buy
182,918
+3,041
+2% +$116K 4.33% 1
2023
Q4 		$6.7M Buy
179,877
+755
+0.4% +$26K 4.39% 4
2023
Q3 		$6.09M Buy
179,122
+1,059
+0.6% +$37.1K 4.62% 4
2023
Q2 		$6.14M Sell
178,063
-5,611
-3% -$187K 4.54% 4
2023
Q1 		$6.15M Sell
183,674
-1,097
-0.6% -$37.6K 4.77% 3
2022
Q4 		$6.17M Buy
184,771
+1,214
+0.7% +$40.3K 5.14% 1
2022
Q3 		$5.43M Sell
183,557
-3,642
-2% -$118K 4.7% 3
2022
Q2 		$5.92M Buy
+187,199
New +$6.23M 4.8% 2

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

Colorado Capital Management's DFUV Position: Q2 2026 in Review

Colorado Capital Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 11% in Q2 2026, selling an estimated $728K and leaving 113,213 shares worth $6.23M. The position accounts for 2.13% of the portfolio, ranked #16.

Colorado Capital Management first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.48M in Q1 2024. 802 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Colorado Capital Management held 113,213 shares of Dimensional US Marketwide Value ETF worth $6.23M as of Q2 2026.
  • Colorado Capital Management sold 13,861 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $728K.
  • Dimensional US Marketwide Value ETF made up 2.13% of Colorado Capital Management's portfolio in Q2 2026, its #16 holding.
  • Colorado Capital Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • Colorado Capital Management's Dimensional US Marketwide Value ETF position peaked at $7.48M in Q1 2024.
  • 802 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Colorado Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.