CX Institutional’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

CX Institutional’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	$361K	Buy	6,563 +3,572	+119%	+$188K	0.01%	560
2026 Q1	$145K	Buy	2,991 +10	+0.3%	+$491	﹤0.01%	791
2025 Q4	$139K	Buy	2,981 +11	+0.4%	+$499	﹤0.01%	792
2025 Q3	$133K	Buy	2,970 +1,681	+130%	+$73.2K	﹤0.01%	779
2025 Q2	$54K	Hold	1,289	–	–	﹤0.01%	846
2025 Q1	$53K	Buy	+1,289	New	+$54.1K	﹤0.01%	826
2022 Q3	–	Sell	-1,559	Closed	-$49K	–	618
2022 Q2	$49K	Buy	+1,559	New	+$51.9K	﹤0.01%	676

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

CX Institutional's DFUV Position: Q2 2026 in Review

CX Institutional increased its Dimensional US Marketwide Value ETF (DFUV) stake by 119% in Q2 2026, buying an estimated $188K and bringing the position to 6,563 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #560.

CX Institutional first reported a position in DFUV in Q2 2022 and has held it in 7 quarters since. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

CX Institutional held 6,563 shares of Dimensional US Marketwide Value ETF worth $361K as of Q2 2026.
CX Institutional bought 3,572 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $188K.
Dimensional US Marketwide Value ETF made up 0.01% of CX Institutional's portfolio in Q2 2026, its #560 holding.
CX Institutional first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 7 quarters since.
800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.