CFO
DFUV icon

CVA Family Office’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

CVA Family Office’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 		$576K Hold
10,477
– – 0.05% 186
2026
Q1 		$508K Hold
10,477
– – 0.05% 183
2025
Q4 		$488K Buy
10,477
+36
+0.3% +$1.63K 0.06% 175
2025
Q3 		$467K Buy
10,441
+47
+0.5% +$2.05K 0.06% 178
2025
Q2 		$439K Buy
10,394
+48
+0.5% +$1.93K 0.06% 185
2025
Q1 		$426K Buy
10,346
+41
+0.4% +$1.72K 0.07% 182
2024
Q4 		$422K Sell
10,305
-983
-9% -$41.7K 0.07% 178
2024
Q3 		$471K Buy
11,288
+47
+0.4% +$1.9K 0.08% 155
2024
Q2 		$441K Buy
11,241
+51
+0.5% +$2.02K 0.08% 151
2024
Q1 		$458K Buy
11,190
+40
+0.4% +$1.53K 0.08% 155
2023
Q4 		$415K Buy
11,150
+43
+0.4% +$1.48K 0.08% 147
2023
Q3 		$378K Buy
11,107
+57
+0.5% +$2K 0.09% 142
2023
Q2 		$381K Buy
11,050
+56
+0.5% +$1.87K 0.08% 144
2023
Q1 		$368K Buy
10,994
+49
+0.4% +$1.68K 0.08% 144
2022
Q4 		$366K Buy
10,945
+44
+0.4% +$1.46K 0.09% 139
2022
Q3 		$323K Buy
10,901
+58
+0.5% +$1.89K 0.09% 135
2022
Q2 		$343K Buy
+10,843
New +$361K 0.09% 116

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

CVA Family Office's DFUV Position: Q2 2026 in Review

CVA Family Office held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 10,477 shares worth $576K. The position accounts for 0.05% of the portfolio, ranked #186.

CVA Family Office 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.

  • CVA Family Office held 10,477 shares of Dimensional US Marketwide Value ETF worth $576K as of Q2 2026.
  • CVA Family Office left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.05% of CVA Family Office's portfolio in Q2 2026, its #186 holding.
  • CVA Family Office 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 CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.