FWI
DFUV icon

Facet Wealth Inc’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Facet Wealth 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 		$437K Buy
7,944
+1,990
+33% +$104K 0.01% 236
2026
Q1 		$289K Buy
5,954
+1,042
+21% +$51.1K 0.01% 265
2025
Q4 		$240K Buy
+4,912
New +$223K ﹤0.01% 258

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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

Facet Wealth Inc's DFUV Position: Q2 2026 in Review

Facet Wealth Inc increased its Dimensional US Marketwide Value ETF (DFUV) stake by 33% in Q2 2026, buying an estimated $104K and bringing the position to 7,944 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #236.

Facet Wealth Inc first reported a position in DFUV in Q4 2025 and has held it in 3 quarters since. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Facet Wealth Inc held 7,944 shares of Dimensional US Marketwide Value ETF worth $437K as of Q2 2026.
  • Facet Wealth Inc bought 1,990 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $104K.
  • Dimensional US Marketwide Value ETF made up 0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #236 holding.
  • Facet Wealth Inc first reported a position in Dimensional US Marketwide Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.