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Cresset Asset Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Cresset Asset 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 		$3.15M Sell
57,218
-7,781
-12% -$409K 0.01% 532
2026
Q1 		$3.15M Buy
64,999
+1,111
+2% +$54.5K 0.01% 459
2025
Q4 		$2.98M Buy
63,888
+1,146
+2% +$52K 0.01% 475
2025
Q3 		$2.8M Buy
62,742
+20,192
+47% +$879K 0.01% 457
2025
Q2 		$1.8M Sell
42,550
-53,825
-56% -$2.16M 0.01% 525
2025
Q1 		$3.97M Sell
96,375
-4,038
-4% -$170K 0.02% 387
2024
Q4 		$4.11M Sell
100,413
-43,444
-30% -$1.84M 0.02% 387
2024
Q3 		$6M Sell
143,857
-7,320
-5% -$296K 0.02% 412
2024
Q2 		$5.94M Sell
151,177
-145
-0.1% -$5.74K 0.02% 389
2024
Q1 		$6.19M Buy
151,322
+380
+0.3% +$14.5K 0.03% 343
2023
Q4 		$5.62M Sell
150,942
-8,591
-5% -$296K 0.03% 312
2023
Q3 		$5.43M Sell
159,533
-17,331
-10% -$607K 0.02% 314
2023
Q2 		$6.1M Buy
176,864
+1,791
+1% +$59.8K 0.01% 364
2023
Q1 		$5.86M Sell
175,073
-224
-0.1% -$7.67K 0.12% 114
2022
Q4 		$5.77M Sell
175,297
-1,306
-0.7% -$43.4K 0.07% 111
2022
Q3 		$5.23M Sell
176,603
-3,302
-2% -$107K 0.07% 121
2022
Q2 		$5.68M Buy
+179,905
New +$5.99M 0.07% 112

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

Cresset Asset Management's DFUV Position: Q2 2026 in Review

Cresset Asset Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 12% in Q2 2026, selling an estimated $409K and leaving 57,218 shares worth $3.15M. The position accounts for 0.01% of the portfolio, ranked #532.

Cresset Asset Management first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.19M in Q1 2024. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Cresset Asset Management held 57,218 shares of Dimensional US Marketwide Value ETF worth $3.15M as of Q2 2026.
  • Cresset Asset Management sold 7,781 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $409K.
  • Dimensional US Marketwide Value ETF made up 0.01% of Cresset Asset Management's portfolio in Q2 2026, its #532 holding.
  • Cresset Asset Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • Cresset Asset Management's Dimensional US Marketwide Value ETF position peaked at $6.19M in Q1 2024.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.