Financial Engines Advisors
DFUV icon

Financial Engines Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Financial Engines 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
Q2 		$20.6M Sell
374,528
-11,854
-3% -$622K 0.04% 79
2026
Q1 		$18.7M Sell
386,382
-26,149
-6% -$1.28M 0.04% 80
2025
Q4 		$19.2M Sell
412,531
-4,210
-1% -$191K 0.04% 78
2025
Q3 		$18.6M Buy
416,741
+1,939
+0.5% +$84.4K 0.04% 78
2025
Q2 		$17.5M Sell
414,802
-220,711
-35% -$8.86M 0.04% 75
2025
Q1 		$26.2M Sell
635,513
-10,191
-2% -$428K 0.06% 63
2024
Q4 		$26.4M Buy
645,704
+241,699
+60% +$10.3M 0.06% 64
2024
Q3 		$16.8M Sell
404,005
-7,474
-2% -$302K 0.04% 68
2024
Q2 		$16.2M Buy
411,479
+251,336
+157% +$9.94M 0.04% 70
2024
Q1 		$6.55M Buy
160,143
+9,558
+6% +$365K 0.01% 96
2023
Q4 		$5.6M Buy
150,585
+964
+0.6% +$33.2K 0.01% 96
2023
Q3 		$5.09M Sell
149,621
-1,469
-1% -$51.5K 0.01% 85
2023
Q2 		$5.21M Sell
151,090
-26,037
-15% -$870K 0.01% 87
2023
Q1 		$5.93M Buy
177,127
+144,971
+451% +$4.96M 0.02% 88
2022
Q4 		$1.08M Buy
32,156
+30
+0.1% +$997 ﹤0.01% 165
2022
Q3 		$951K Buy
32,126
+597
+2% +$19.4K ﹤0.01% 162
2022
Q2 		$996K Buy
+31,529
New +$1.05M ﹤0.01% 159

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

Financial Engines Advisors's DFUV Position: Q2 2026 in Review

Financial Engines Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 3.1% in Q2 2026, selling an estimated $622K and leaving 374,528 shares worth $20.6M. The position accounts for 0.04% of the portfolio, ranked #79.

Financial Engines Advisors first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. The position peaked at $26.4M in Q4 2024. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Financial Engines Advisors held 374,528 shares of Dimensional US Marketwide Value ETF worth $20.6M as of Q2 2026.
  • Financial Engines Advisors sold 11,854 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $622K.
  • Dimensional US Marketwide Value ETF made up 0.04% of Financial Engines Advisors's portfolio in Q2 2026, its #79 holding.
  • Financial Engines Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • Financial Engines Advisors's Dimensional US Marketwide Value ETF position peaked at $26.4M in Q4 2024.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.