FGC
DFUV icon

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

Financial Gravity Companies’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
2025
Q2 		$14.8K Buy
+350
New +$14.1K ﹤0.01% 513
2024
Q4 		$16.9K Hold
414
– – ﹤0.01% 470
2024
Q3 		$17.3K Buy
+414
New +$16.7K ﹤0.01% 286

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Financial Gravity Companies's DFUV Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Dimensional US Marketwide Value ETF (DFUV) in Q2 2025: 350 shares worth $14.8K. The stake represents ﹤0.01% of the portfolio and ranks #513 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in DFUV as recently as Q4 2024.

Financial Gravity Companies first reported a position in DFUV in Q3 2024 and has held it in 3 quarters since. The position peaked at $17.3K in Q3 2024. 674 funds tracked by Wall St. Rank hold DFUV as of Q2 2025.

  • Financial Gravity Companies held 350 shares of Dimensional US Marketwide Value ETF worth $14.8K as of Q2 2025.
  • Dimensional US Marketwide Value ETF was a new Financial Gravity Companies position in Q2 2025.
  • Dimensional US Marketwide Value ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #513 holding.
  • Financial Gravity Companies first reported a position in Dimensional US Marketwide Value ETF in Q3 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's Dimensional US Marketwide Value ETF position peaked at $17.3K in Q3 2024.
  • 674 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.