FFA
DFUV icon

Farther Finance Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Farther Finance Advisors’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
Q3 		$31.7M Sell
577,232
-5,335
-0.9% -$300K 0.22% 80
2026
Q2 		$32M Buy
582,567
+21,336
+4% +$1.12M 0.25% 75
2026
Q1 		$27.3M Buy
561,231
+83,595
+18% +$4.1M 0.26% 77
2025
Q4 		$22.3M Buy
477,636
+29,030
+6% +$1.32M 0.24% 79
2025
Q3 		$20M Buy
448,606
+27,030
+6% +$1.18M 0.3% 62
2025
Q2 		$17.8M Sell
421,576
-4,841
-1% -$194K 0.36% 50
2025
Q1 		$17.6M Sell
426,417
-10,469
-2% -$439K 0.45% 36
2024
Q4 		$17.9M Buy
436,886
+11,335
+3% +$481K 0.65% 24
2024
Q3 		$17.7M Buy
425,551
+248,793
+141% +$10.1M 0.67% 24
2024
Q2 		$6.91M Buy
176,758
+9,999
+6% +$396K 0.33% 54
2024
Q1 		$6.8M Sell
166,759
-2,463
-1% -$94.1K 0.41% 45
2023
Q4 		$6.3M Buy
169,222
+167,070
+7,763% +$5.75M 0.45% 43
2023
Q3 		$73.2K Hold
2,152
– – 0.01% 664
2023
Q2 		$74.2K Hold
2,152
– – 0.02% 550
2023
Q1 		$72K Buy
+2,152
New +$73.7K 0.02% 501

Other funds holding DFUV

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
BWMG
Bannerman Wealth Management Group Lewisville, Texas $175M AUM 13.84% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Farther Finance Advisors's DFUV Position: Q3 2026 in Review

Farther Finance Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.92% in Q3 2026, selling an estimated $300K and leaving 577,232 shares worth $31.7M. The position accounts for 0.22% of the portfolio, ranked #80.

Farther Finance Advisors first reported a position in DFUV in Q1 2023 and has held it in 15 quarters since. The position peaked at $32M in Q2 2026. 33 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • Farther Finance Advisors held 577,232 shares of Dimensional US Marketwide Value ETF worth $31.7M as of Q3 2026.
  • Farther Finance Advisors sold 5,335 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $300K.
  • Dimensional US Marketwide Value ETF made up 0.22% of Farther Finance Advisors's portfolio in Q3 2026, its #80 holding.
  • Farther Finance Advisors first reported a position in Dimensional US Marketwide Value ETF in Q1 2023 and has held it in 15 quarters since.
  • Farther Finance Advisors's Dimensional US Marketwide Value ETF position peaked at $32M in Q2 2026.
  • 33 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.