DOA
DFUV icon

D'Orazio & Associates’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

D'Orazio & Associates’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 		$778K Hold
14,143
– – 0.09% 91
2026
Q1 		$685K Hold
14,143
– – 0.09% 89
2025
Q4 		$659K Hold
14,143
– – 0.08% 92
2025
Q3 		$632K Hold
14,143
– – 0.08% 88
2025
Q2 		$598K Sell
14,143
-1,488
-10% -$59.8K 0.08% 91
2025
Q1 		$644K Hold
15,631
– – 0.1% 77
2024
Q4 		$640K Hold
15,631
– – 0.09% 77
2024
Q3 		$652K Hold
15,631
– – 0.09% 74
2024
Q2 		$614K Hold
15,631
– – 0.09% 75
2024
Q1 		$639K Sell
15,631
-265
-2% -$10.1K 0.1% 68
2023
Q4 		$592K Hold
15,896
– – 0.11% 69
2023
Q3 		$541K Sell
15,896
-1,000
-6% -$35K 0.12% 67
2023
Q2 		$583K Hold
16,896
– – 0.14% 57
2023
Q1 		$566K Hold
16,896
– – 0.15% 56
2022
Q4 		$566K Hold
16,896
– – 0.13% 59
2022
Q3 		$500K Sell
16,896
-3,219
-16% -$105K 0.15% 57
2022
Q2 		$636K Buy
+20,115
New +$669K 0.17% 44

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

D'Orazio & Associates's DFUV Position: Q2 2026 in Review

D'Orazio & Associates held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 14,143 shares worth $778K. The position accounts for 0.09% of the portfolio, ranked #91.

D'Orazio & Associates first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 798 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • D'Orazio & Associates held 14,143 shares of Dimensional US Marketwide Value ETF worth $778K as of Q2 2026.
  • D'Orazio & Associates left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.09% of D'Orazio & Associates's portfolio in Q2 2026, its #91 holding.
  • D'Orazio & Associates first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 798 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.