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Curi RMB Capital’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Curi RMB Capital’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 		$2.74M Buy
49,833
+156
+0.3% +$8.19K 0.04% 306
2026
Q1 		$2.41M Sell
49,677
-1,718
-3% -$84.3K 0.04% 302
2025
Q4 		$2.39M Sell
51,395
-5,786
-10% -$262K 0.04% 309
2025
Q3 		$2.56M Buy
57,181
+68
+0.1% +$2.96K 0.05% 300
2025
Q2 		$2.41M Buy
57,113
+16,414
+40% +$659K 0.05% 301
2025
Q1 		$1.68M Sell
40,699
-76
-0.2% -$3.19K 0.04% 284
2024
Q4 		$1.67M Buy
40,775
+67
+0.2% +$2.84K 0.04% 286
2024
Q3 		$1.7M Buy
40,708
+64
+0.2% +$2.59K 0.04% 285
2024
Q2 		$1.6M Buy
40,644
+69
+0.2% +$2.73K 0.04% 288
2024
Q1 		$1.66M Buy
40,575
+15,155
+60% +$579K 0.04% 292
2023
Q4 		$946K Hold
25,420
– – 0.03% 298
2023
Q3 		$865K Hold
25,420
– – 0.03% 291
2023
Q2 		$877K Hold
25,420
– – 0.03% 303
2023
Q1 		$851K Buy
+25,420
New +$870K 0.03% 298

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

Curi RMB Capital's DFUV Position: Q2 2026 in Review

Curi RMB Capital increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.31% in Q2 2026, buying an estimated $8.19K and bringing the position to 49,833 shares worth $2.74M. The position accounts for 0.04% of the portfolio, ranked #306.

Curi RMB Capital first reported a position in DFUV in Q1 2023 and has held it in 14 quarters since. 803 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Curi RMB Capital held 49,833 shares of Dimensional US Marketwide Value ETF worth $2.74M as of Q2 2026.
  • Curi RMB Capital bought 156 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $8.19K.
  • Dimensional US Marketwide Value ETF made up 0.04% of Curi RMB Capital's portfolio in Q2 2026, its #306 holding.
  • Curi RMB Capital first reported a position in Dimensional US Marketwide Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 803 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.