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

Fiduciary Trust’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	$1.59M	Hold	28,865	–	–	0.02%	330
2026 Q1	$1.4M	Hold	28,865	–	–	0.02%	341
2025 Q4	$1.34M	Sell	28,865 -921	-3%	-$41.8K	0.02%	353
2025 Q3	$1.33M	Hold	29,786	–	–	0.02%	358
2025 Q2	$1.26M	Sell	29,786 -400	-1%	-$16.1K	0.02%	358
2025 Q1	$1.24M	Sell	30,186 -494	-2%	-$20.7K	0.02%	345
2024 Q4	$1.26M	Sell	30,680 -818	-3%	-$34.7K	0.02%	318
2024 Q3	$1.31M	Sell	31,498 -200	-0.6%	-$8.08K	0.02%	319
2024 Q2	$1.24M	Hold	31,698	–	–	0.02%	302
2024 Q1	$1.3M	Sell	31,698 -2,094	-6%	-$80K	0.02%	303
2023 Q4	$1.26M	Hold	33,792	–	–	0.02%	293
2023 Q3	$1.15M	Sell	33,792 -2,117	-6%	-$74.2K	0.02%	302
2023 Q2	$1.24M	Sell	35,909 -986	-3%	-$32.9K	0.02%	298
2023 Q1	$1.24M	Hold	36,895	–	–	0.02%	291
2022 Q4	$1.24M	Hold	36,895	–	–	0.02%	307
2022 Q3	$1.09M	Sell	36,895 -598	-2%	-$19.4K	0.02%	302
2022 Q2	$1.19M	Buy	+37,493	New	+$1.25M	0.03%	302

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Fiduciary Trust's DFUV Position: Q2 2026 in Review

Fiduciary Trust held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 28,865 shares worth $1.59M. The position accounts for 0.02% of the portfolio, ranked #330.

Fiduciary Trust first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Fiduciary Trust held 28,865 shares of Dimensional US Marketwide Value ETF worth $1.59M as of Q2 2026.
Fiduciary Trust left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.02% of Fiduciary Trust's portfolio in Q2 2026, its #330 holding.
Fiduciary Trust first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.