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

Compass Ion 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 Q3	$452K	Buy	+8,219	New	+$462K	0.04%	197

Other funds holding DFUV

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Compass Ion Advisors's DFUV Position: Q3 2026 in Review

Compass Ion Advisors opened a new position in Dimensional US Marketwide Value ETF (DFUV) in Q3 2026: 8,219 shares worth $452K. The stake represents 0.04% of the portfolio and ranks #197 among its holdings.

729 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

Compass Ion Advisors held 8,219 shares of Dimensional US Marketwide Value ETF worth $452K as of Q3 2026.
Dimensional US Marketwide Value ETF was a new Compass Ion Advisors position in Q3 2026.
Dimensional US Marketwide Value ETF made up 0.04% of Compass Ion Advisors's portfolio in Q3 2026, its #197 holding.
729 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Compass Ion Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.