Dixon Fnancial Services’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Dixon Fnancial Services’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	$41M	Sell	745,784 -4,781	-0.6%	-$251K	16.62%	3
2026 Q1	$36.4M	Sell	750,565 -10,308	-1%	-$506K	16.33%	3
2025 Q4	$35.4M	Sell	760,873 -4,032	-0.5%	-$183K	15.72%	3
2025 Q3	$34.2M	Sell	764,905 -6,377	-0.8%	-$278K	15.57%	3
2025 Q2	$32.6M	Sell	771,282 -3,897	-0.5%	-$157K	16.47%	3
2025 Q1	$31.9M	Sell	775,179 -3,568	-0.5%	-$150K	17.27%	3
2024 Q4	$31.9M	Sell	778,747 -6,984	-0.9%	-$296K	17.3%	3
2024 Q3	$32.8M	Sell	785,731 -4,205	-0.5%	-$170K	17.39%	3
2024 Q2	$31M	Sell	789,936 -6,435	-0.8%	-$255K	17.39%	3
2024 Q1	$32.6M	Sell	796,371 -7,340	-0.9%	-$280K	18.04%	3
2023 Q4	$29.9M	Sell	803,711 -3,977	-0.5%	-$137K	18.4%	3
2023 Q3	$27.5M	Sell	807,688 -12,394	-2%	-$434K	18.55%	3
2023 Q2	$28.3M	Sell	820,082 -1,602	-0.2%	-$53.5K	18.38%	3
2023 Q1	$27.5M	Sell	821,684 -4,004	-0.5%	-$137K	18.67%	3
2022 Q4	$27.6M	Sell	825,688 -11,955	-1%	-$397K	19.53%	3
2022 Q3	$24.8M	Sell	837,643 -5,022	-0.6%	-$163K	19.5%	3
2022 Q2	$26.6M	Buy	+842,665	New	+$28M	19.41%	3

Other funds holding DFUV

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TCOTS

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Dixon Fnancial Services's DFUV Position: Q2 2026 in Review

Dixon Fnancial Services reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.64% in Q2 2026, selling an estimated $251K and leaving 745,784 shares worth $41M. The position accounts for 16.62% of the portfolio, ranked #3.

Dixon Fnancial Services first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 523 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Dixon Fnancial Services held 745,784 shares of Dimensional US Marketwide Value ETF worth $41M as of Q2 2026.
Dixon Fnancial Services sold 4,781 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $251K.
Dimensional US Marketwide Value ETF made up 16.62% of Dixon Fnancial Services's portfolio in Q2 2026, its #3 holding.
Dixon Fnancial Services first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
523 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Dixon Fnancial Services's 13F filing for Q2 2026, filed 14 Jul 2026.