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CRA Financial Services’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

CRA Financial Services’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 		$1.06M Sell
19,190
-50
-0.3% -$2.63K 0.12% 127
2026
Q1 		$932K Hold
19,240
– – 0.12% 126
2025
Q4 		$896K Buy
19,240
+601
+3% +$27.3K 0.12% 126
2025
Q3 		$833K Hold
18,639
– – 0.11% 126
2025
Q2 		$788K Sell
18,639
-25
-0.1% -$1K 0.12% 126
2025
Q1 		$769K Buy
18,664
+9,521
+104% +$400K 0.13% 124
2024
Q4 		$374K Hold
9,143
– – 0.06% 170
2024
Q3 		$381K Sell
9,143
-50
-0.5% -$2.02K 0.07% 162
2024
Q2 		$361K Sell
9,193
-500
-5% -$19.8K 0.07% 158
2024
Q1 		$396K Sell
9,693
-133
-1% -$5.08K 0.09% 143
2023
Q4 		$366K Hold
9,826
– – 0.09% 135
2023
Q3 		$334K Hold
9,826
– – 0.09% 139
2023
Q2 		$339K Hold
9,826
– – 0.09% 138
2023
Q1 		$329K Buy
9,826
+1,550
+19% +$53.1K 0.1% 139
2022
Q4 		$277K Buy
8,276
+1,300
+19% +$43.2K 0.09% 154
2022
Q3 		$207K Hold
6,976
– – 0.07% 180
2022
Q2 		$220K Buy
+6,976
New +$232K 0.08% 180

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 $103B AUM 28.65% 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 $77.5B AUM 28.19% 1-Year Est. Return

CRA Financial Services's DFUV Position: Q2 2026 in Review

CRA Financial Services reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.26% in Q2 2026, selling an estimated $2.63K and leaving 19,190 shares worth $1.06M. The position accounts for 0.12% of the portfolio, ranked #127.

CRA Financial Services first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • CRA Financial Services held 19,190 shares of Dimensional US Marketwide Value ETF worth $1.06M as of Q2 2026.
  • CRA Financial Services sold 50 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $2.63K.
  • Dimensional US Marketwide Value ETF made up 0.12% of CRA Financial Services's portfolio in Q2 2026, its #127 holding.
  • CRA Financial Services first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.