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

Financial Harvest’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	$9.53M	Sell	173,170 -1,762	-1%	-$92.5K	3.94%	8
2026 Q1	$8.48M	Sell	174,932 -5,110	-3%	-$251K	4.99%	6
2025 Q4	$8.39M	Sell	180,042 -911	-0.5%	-$41.3K	5.18%	6
2025 Q3	$8.09M	Sell	180,953 -4,650	-3%	-$203K	5.45%	6
2025 Q2	$7.85M	Buy	+185,603	New	+$7.45M	5.87%	6
2025 Q1	–	Sell	-196,863	Closed	-$8.06M	–	71
2024 Q4	$8.06M	Buy	+196,863	New	+$8.36M	6.8%	5

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

Financial Harvest's DFUV Position: Q2 2026 in Review

Financial Harvest reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1% in Q2 2026, selling an estimated $92.5K and leaving 173,170 shares worth $9.53M. The position accounts for 3.94% of the portfolio, ranked #8.

Financial Harvest first reported a position in DFUV in Q4 2024 and has held it in 6 quarters since. 801 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Financial Harvest held 173,170 shares of Dimensional US Marketwide Value ETF worth $9.53M as of Q2 2026.
Financial Harvest sold 1,762 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $92.5K.
Dimensional US Marketwide Value ETF made up 3.94% of Financial Harvest's portfolio in Q2 2026, its #8 holding.
Financial Harvest first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 6 quarters since.
801 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Financial Harvest's 13F filing for Q2 2026, filed 10 Aug 2026.