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

Financial Insights’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 		$267K Hold
4,852
– – 0.07% 125
2026
Q1 		$235K Hold
4,852
– – 0.08% 121
2025
Q4 		$226K Hold
4,852
– – 0.08% 120
2025
Q3 		$217K Buy
+4,852
New +$211K 0.07% 133

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

Financial Insights's DFUV Position: Q2 2026 in Review

Financial Insights held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 4,852 shares worth $267K. The position accounts for 0.07% of the portfolio, ranked #125.

Financial Insights first reported a position in DFUV in Q3 2025 and has held it in 4 quarters since. 803 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Financial Insights held 4,852 shares of Dimensional US Marketwide Value ETF worth $267K as of Q2 2026.
  • Financial Insights left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.07% of Financial Insights's portfolio in Q2 2026, its #125 holding.
  • Financial Insights first reported a position in Dimensional US Marketwide Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 803 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.