DI
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Disciplined Investments’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Disciplined Investments’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 		$3.42M Sell
62,156
-3,396
-5% -$178K 1.1% 27
2026
Q1 		$3.18M Sell
65,552
-120
-0.2% -$5.89K 1.14% 25
2025
Q4 		$3.06M Sell
65,672
-1,339
-2% -$60.7K 1.18% 27
2025
Q3 		$2.99M Sell
67,011
-278
-0.4% -$12.1K 1.19% 28
2025
Q2 		$2.84M Buy
67,289
+835
+1% +$33.5K 1.2% 29
2025
Q1 		$2.74M Sell
66,454
-3,122
-4% -$131K 1.26% 26
2024
Q4 		$2.85M Sell
69,576
-1,103
-2% -$46.8K 1.4% 22
2024
Q3 		$2.95M Sell
70,679
-911
-1% -$36.8K 1.45% 25
2024
Q2 		$2.81M Buy
71,590
+360
+0.5% +$14.2K 1.5% 21
2024
Q1 		$2.91M Buy
71,230
+7
+0% +$267 1.59% 21
2023
Q4 		$2.65M Sell
71,223
-2,913
-4% -$100K 1.55% 23
2023
Q3 		$2.52M Sell
74,136
-20,486
-22% -$718K 1.53% 23
2023
Q2 		$3.26M Sell
94,622
-14,707
-13% -$491K 1.74% 16
2023
Q1 		$3.66M Sell
109,329
-3,145
-3% -$108K 1.54% 18
2022
Q4 		$3.77M Buy
112,474
+11,141
+11% +$370K 1.84% 17
2022
Q3 		$3M Buy
101,333
+26,434
+35% +$860K 1.38% 24
2022
Q2 		$2.37M Buy
+74,899
New +$2.49M 1.07% 28

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

Disciplined Investments's DFUV Position: Q2 2026 in Review

Disciplined Investments reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 5.2% in Q2 2026, selling an estimated $178K and leaving 62,156 shares worth $3.42M. The position accounts for 1.1% of the portfolio, ranked #27.

Disciplined Investments first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.77M in Q4 2022. 802 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Disciplined Investments held 62,156 shares of Dimensional US Marketwide Value ETF worth $3.42M as of Q2 2026.
  • Disciplined Investments sold 3,396 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $178K.
  • Dimensional US Marketwide Value ETF made up 1.1% of Disciplined Investments's portfolio in Q2 2026, its #27 holding.
  • Disciplined Investments first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • Disciplined Investments's Dimensional US Marketwide Value ETF position peaked at $3.77M in Q4 2022.
  • 802 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.