FFO
DFUV icon

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

Fiduciary Family Office’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 		$350K Hold
6,366
– – 0.09% 142
2026
Q1 		$308K Hold
6,366
– – 0.09% 149
2025
Q4 		$297K Hold
6,366
– – 0.09% 141
2025
Q3 		$284K Hold
6,366
– – 0.08% 157
2025
Q2 		$269K Hold
6,366
– – 0.09% 159
2025
Q1 		$262K Buy
+6,366
New +$267K 0.09% 162

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

Fiduciary Family Office's DFUV Position: Q2 2026 in Review

Fiduciary Family Office held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 6,366 shares worth $350K. The position accounts for 0.09% of the portfolio, ranked #142.

Fiduciary Family Office first reported a position in DFUV in Q1 2025 and has held it in 6 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Fiduciary Family Office held 6,366 shares of Dimensional US Marketwide Value ETF worth $350K as of Q2 2026.
  • Fiduciary Family Office left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.09% of Fiduciary Family Office's portfolio in Q2 2026, its #142 holding.
  • Fiduciary Family Office first reported a position in Dimensional US Marketwide Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.