Envestnet Portfolio Solutions
DFUV icon

Envestnet Portfolio Solutions’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Envestnet Portfolio Solutions’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 		$6.53M Buy
118,784
+396
+0.3% +$20.8K 0.03% 280
2026
Q1 		$5.74M Sell
118,388
-11,600
-9% -$569K 0.03% 266
2025
Q4 		$6.06M Sell
129,988
-3,437
-3% -$156K 0.02% 328
2025
Q3 		$5.96M Sell
133,425
-21,054
-14% -$917K 0.02% 316
2025
Q2 		$6.53M Sell
154,479
-447
-0.3% -$18K 0.02% 299
2025
Q1 		$6.38M Sell
154,926
-9,353
-6% -$393K 0.02% 310
2024
Q4 		$6.72M Sell
164,279
-3,370
-2% -$143K 0.02% 335
2024
Q3 		$6.99M Sell
167,649
-2,159
-1% -$87.3K 0.02% 321
2024
Q2 		$6.67M Sell
169,808
-682
-0.4% -$27K 0.02% 313
2024
Q1 		$6.97M Sell
170,490
-16,831
-9% -$643K 0.03% 307
2023
Q4 		$6.97M Sell
187,321
-12,947
-6% -$446K 0.03% 260
2023
Q3 		$6.81M Buy
+200,268
New +$7.02M 0.03% 244

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 $103B AUM 28.65% 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 $77.5B AUM 27.94% 1-Year Est. Return

Envestnet Portfolio Solutions's DFUV Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.33% in Q2 2026, buying an estimated $20.8K and bringing the position to 118,784 shares worth $6.53M. The position accounts for 0.03% of the portfolio, ranked #280.

Envestnet Portfolio Solutions first reported a position in DFUV in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.99M in Q3 2024. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Envestnet Portfolio Solutions held 118,784 shares of Dimensional US Marketwide Value ETF worth $6.53M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 396 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $20.8K.
  • Dimensional US Marketwide Value ETF made up 0.03% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #280 holding.
  • Envestnet Portfolio Solutions first reported a position in Dimensional US Marketwide Value ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Dimensional US Marketwide Value ETF position peaked at $6.99M in Q3 2024.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.