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Diversified Portfolios Inc’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Diversified Portfolios Inc’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 		$16M Sell
291,586
-2,864
-1% -$150K 1.16% 23
2026
Q1 		$14.3M Sell
294,450
-5,269
-2% -$258K 1.17% 21
2025
Q4 		$14M Sell
299,719
-1,121
-0.4% -$50.8K 1.16% 24
2025
Q3 		$13.4M Sell
300,840
-2,229
-0.7% -$97.1K 1.19% 22
2025
Q2 		$12.8M Sell
303,069
-144
-0% -$5.78K 1.22% 23
2025
Q1 		$12.5M Sell
303,213
-1,279
-0.4% -$53.7K 1.31% 21
2024
Q4 		$12.5M Hold
304,492
– – 1.36% 20
2024
Q3 		$12.7M Sell
304,492
-1,235
-0.4% -$49.9K 1.43% 20
2024
Q2 		$12M Sell
305,727
-102
-0% -$4.04K 1.58% 17
2024
Q1 		$12.5M Sell
305,829
-2,614
-0.8% -$99.9K 1.76% 16
2023
Q4 		$11.5M Sell
308,443
-572
-0.2% -$19.7K 1.81% 14
2023
Q3 		$10.5M Sell
309,015
-4,940
-2% -$173K 1.98% 13
2023
Q2 		$10.8M Buy
313,955
+9,258
+3% +$309K 2.17% 11
2023
Q1 		$10.2M Sell
304,697
-48,126
-14% -$1.65M 2.27% 10
2022
Q4 		$11.8M Buy
352,823
+100,491
+40% +$3.34M 2.71% 8
2022
Q3 		$7.47M Sell
252,332
-13,615
-5% -$443K 2.01% 10
2022
Q2 		$8.4M Buy
+265,947
New +$8.85M 2.34% 7

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

Diversified Portfolios Inc's DFUV Position: Q2 2026 in Review

Diversified Portfolios Inc reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.97% in Q2 2026, selling an estimated $150K and leaving 291,586 shares worth $16M. The position accounts for 1.16% of the portfolio, ranked #23.

Diversified Portfolios Inc first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 801 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Diversified Portfolios Inc held 291,586 shares of Dimensional US Marketwide Value ETF worth $16M as of Q2 2026.
  • Diversified Portfolios Inc sold 2,864 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $150K.
  • Dimensional US Marketwide Value ETF made up 1.16% of Diversified Portfolios Inc's portfolio in Q2 2026, its #23 holding.
  • Diversified Portfolios Inc first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 801 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.