Financial Gravity Asset Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Financial Gravity Asset Management’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 Q1	$17K	Hold	350	–	–	﹤0.01%	475
2025 Q4	$16.3K	Hold	350	–	–	﹤0.01%	411
2025 Q3	$15.6K	Buy	+350	New	+$15.2K	﹤0.01%	478
2025 Q1	$17.1K	Buy	+414	New	+$17.4K	﹤0.01%	502
2024 Q2	$16.3K	Sell	414 -414	-50%	-$16.4K	﹤0.01%	415
2024 Q1	$32.3K	Sell	828 -8,264	-91%	-$316K	﹤0.01%	452
2023 Q4	$1.1M	Buy	9,092 +414	+5%	+$14.3K	0.01%	350
2023 Q3	$1.09M	Buy	8,678 +8,216	+1,778%	+$288K	0.01%	337
2023 Q2	$16	Buy	+462	New	+$15.4K	﹤0.01%	1503

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

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Financial Gravity Asset Management's DFUV Position: Q1 2026 in Review

Financial Gravity Asset Management held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q1 2026 at 350 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Financial Gravity Asset Management first reported a position in DFUV in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.1M in Q4 2023. 768 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

Financial Gravity Asset Management held 350 shares of Dimensional US Marketwide Value ETF worth $17K as of Q1 2026.
Financial Gravity Asset Management left its Dimensional US Marketwide Value ETF share count unchanged in Q1 2026.
Dimensional US Marketwide Value ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #475 holding.
Financial Gravity Asset Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2023 and has held it in 9 quarters since.
Financial Gravity Asset Management's Dimensional US Marketwide Value ETF position peaked at $1.1M in Q4 2023.
768 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.