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Family CFO’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Family CFO’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 		$3.01M Sell
54,645
-777
-1% -$40.8K 1.16% 17
2026
Q1 		$2.69M Hold
55,422
– – 1.2% 17
2025
Q4 		$2.58M Hold
55,422
– – 1.15% 16
2025
Q3 		$2.48M Buy
55,422
+2,229
+4% +$97.1K 1.14% 16
2025
Q2 		$2.25M Buy
53,193
+3,739
+8% +$150K 1.13% 16
2025
Q1 		$2.04M Buy
49,454
+2,776
+6% +$117K 1.12% 16
2024
Q4 		$1.91M Buy
46,678
+7,924
+20% +$336K 1.05% 16
2024
Q3 		$1.62M Buy
38,754
+563
+1% +$22.8K 0.91% 20
2024
Q2 		$1.5M Sell
38,191
-61
-0.2% -$2.41K 0.92% 19
2024
Q1 		$1.56M Buy
38,252
+230
+0.6% +$8.79K 0.97% 19
2023
Q4 		$1.42M Buy
38,022
+8,776
+30% +$302K 0.91% 19
2023
Q3 		$995K Buy
29,246
+6,113
+26% +$214K 0.72% 20
2023
Q2 		$798K Buy
23,133
+968
+4% +$32.3K 0.56% 21
2023
Q1 		$742K Buy
22,165
+2,147
+11% +$73.5K 0.57% 21
2022
Q4 		$670K Buy
20,018
+9,456
+90% +$314K 0.6% 19
2022
Q3 		$313K Hold
10,562
– – 0.33% 22
2022
Q2 		$334K Buy
+10,562
New +$352K 0.36% 23

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

Family CFO's DFUV Position: Q2 2026 in Review

Family CFO reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.4% in Q2 2026, selling an estimated $40.8K and leaving 54,645 shares worth $3.01M. The position accounts for 1.16% of the portfolio, ranked #17.

Family CFO first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 802 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Family CFO held 54,645 shares of Dimensional US Marketwide Value ETF worth $3.01M as of Q2 2026.
  • Family CFO sold 777 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $40.8K.
  • Dimensional US Marketwide Value ETF made up 1.16% of Family CFO's portfolio in Q2 2026, its #17 holding.
  • Family CFO first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 802 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Family CFO's 13F filing for Q2 2026, filed 20 Jul 2026.