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Curio Wealth’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Curio Wealth’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 		$2.31M Sell
41,960
-143
-0.3% -$7.51K 0.72% 19
2026
Q1 		$2.04M Hold
42,103
– – 0.7% 18
2025
Q4 		$1.98M Sell
42,103
-123
-0.3% -$5.58K 0.7% 20
2025
Q3 		$1.89M Sell
42,226
-272
-0.6% -$11.8K 0.77% 20
2025
Q2 		$1.8M Buy
42,498
+42,486
+354,050% +$1.71M 0.79% 20
2025
Q1 		$1.72M Sell
12
-42,116
-100% -$1.77M 0.9% 21
2024
Q4 		$1.72M Buy
+42,128
New +$1.79M 0.93% 21

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

Curio Wealth's DFUV Position: Q2 2026 in Review

Curio Wealth reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.34% in Q2 2026, selling an estimated $7.51K and leaving 41,960 shares worth $2.31M. The position accounts for 0.72% of the portfolio, ranked #19.

Curio Wealth first reported a position in DFUV in Q4 2024 and has held it in 7 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Curio Wealth held 41,960 shares of Dimensional US Marketwide Value ETF worth $2.31M as of Q2 2026.
  • Curio Wealth sold 143 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $7.51K.
  • Dimensional US Marketwide Value ETF made up 0.72% of Curio Wealth's portfolio in Q2 2026, its #19 holding.
  • Curio Wealth first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.