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Cordant Inc’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Cordant Inc’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 		$1.64M Sell
29,834
-5,039
-14% -$265K 0.59% 27
2026
Q1 		$1.69M Sell
34,873
-1,115
-3% -$54.7K 0.69% 24
2025
Q4 		$1.68M Sell
35,988
-11,583
-24% -$525K 0.7% 25
2025
Q3 		$2.13M Buy
47,571
+663
+1% +$28.9K 0.96% 19
2025
Q2 		$1.98M Buy
46,908
+10,249
+28% +$412K 0.96% 19
2025
Q1 		$1.51M Sell
36,659
-1,777
-5% -$74.6K 0.79% 20
2024
Q4 		$1.57M Sell
38,436
-2,048
-5% -$86.9K 0.83% 20
2024
Q3 		$1.69M Sell
40,484
-1,236
-3% -$50K 0.86% 20
2024
Q2 		$1.64M Sell
41,720
-3,587
-8% -$142K 0.92% 19
2024
Q1 		$1.85M Sell
45,307
-3,546
-7% -$135K 1.07% 18
2023
Q4 		$1.82M Sell
48,853
-6,088
-11% -$210K 1.11% 17
2023
Q3 		$1.87M Buy
54,941
+6,510
+13% +$228K 1.24% 14
2023
Q2 		$1.67M Buy
48,431
+2,703
+6% +$90.3K 1.08% 15
2023
Q1 		$1.53M Buy
45,728
+8,892
+24% +$304K 0.99% 17
2022
Q4 		$1.23M Buy
36,836
+3,566
+11% +$119K 0.83% 18
2022
Q3 		$985K Buy
33,270
+24,173
+266% +$786K 0.72% 18
2022
Q2 		$287K Buy
+9,097
New +$303K 0.2% 25

Other funds holding DFUV

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Cordant Inc's DFUV Position: Q2 2026 in Review

Cordant Inc reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 14% in Q2 2026, selling an estimated $265K and leaving 29,834 shares worth $1.64M. The position accounts for 0.59% of the portfolio, ranked #27.

Cordant Inc first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.13M in Q3 2025. 147 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Cordant Inc held 29,834 shares of Dimensional US Marketwide Value ETF worth $1.64M as of Q2 2026.
  • Cordant Inc sold 5,039 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $265K.
  • Dimensional US Marketwide Value ETF made up 0.59% of Cordant Inc's portfolio in Q2 2026, its #27 holding.
  • Cordant Inc first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • Cordant Inc's Dimensional US Marketwide Value ETF position peaked at $2.13M in Q3 2025.
  • 147 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Cordant Inc's 13F filing for Q2 2026, filed 15 Jul 2026.