EFG
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Everest Financial Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Everest Financial Group’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 		$529K Buy
9,612
+128
+1% +$6.72K 0.07% 138
2026
Q1 		$460K Buy
+9,484
New +$465K 0.08% 140

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

Everest Financial Group's DFUV Position: Q2 2026 in Review

Everest Financial Group increased its Dimensional US Marketwide Value ETF (DFUV) stake by 1.3% in Q2 2026, buying an estimated $6.72K and bringing the position to 9,612 shares worth $529K. The position accounts for 0.07% of the portfolio, ranked #138.

Everest Financial Group first reported a position in DFUV in Q1 2026 and has held it in 2 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Everest Financial Group held 9,612 shares of Dimensional US Marketwide Value ETF worth $529K as of Q2 2026.
  • Everest Financial Group bought 128 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $6.72K.
  • Dimensional US Marketwide Value ETF made up 0.07% of Everest Financial Group's portfolio in Q2 2026, its #138 holding.
  • Everest Financial Group first reported a position in Dimensional US Marketwide Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.