Focus Partners Wealth
DFUV icon

Focus Partners Wealth’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Focus Partners Wealth’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 		$782M Sell
14,217,663
-477,368
-3% -$25.1M 0.8% 26
2026
Q1 		$712M Sell
14,695,031
-72,756
-0.5% -$3.57M 0.79% 24
2025
Q4 		$688M Buy
14,767,787
+85,893
+0.6% +$3.9M 0.78% 27
2025
Q3 		$656M Buy
14,681,894
+1,316,062
+10% +$57.3M 1.06% 17
2025
Q2 		$565M Sell
13,365,832
-1,508,519
-10% -$60.6M 1.22% 14
2025
Q1 		$613M Buy
14,874,351
+404,506
+3% +$17M 1.54% 7
2024
Q4 		$592M Buy
14,469,845
+81,118
+0.6% +$3.44M 1.54% 8
2024
Q3 		$600M Buy
14,388,727
+14,364,814
+60,071% +$581M 1.91% 7
2024
Q2 		$939K Buy
23,913
+916
+4% +$36.2K ﹤0.01% 807
2024
Q1 		$941K Hold
22,997
– – 0.01% 616
2023
Q4 		$856K Buy
+22,997
New +$792K 0.01% 478

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
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
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Focus Partners Wealth's DFUV Position: Q2 2026 in Review

Focus Partners Wealth reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 3.2% in Q2 2026, selling an estimated $25.1M and leaving 14,217,663 shares worth $782M. The position accounts for 0.8% of the portfolio, ranked #26.

Focus Partners Wealth first reported a position in DFUV in Q4 2023 and has held it in 11 quarters since. 799 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Focus Partners Wealth held 14,217,663 shares of Dimensional US Marketwide Value ETF worth $782M as of Q2 2026.
  • Focus Partners Wealth sold 477,368 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $25.1M.
  • Dimensional US Marketwide Value ETF made up 0.8% of Focus Partners Wealth's portfolio in Q2 2026, its #26 holding.
  • Focus Partners Wealth first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 799 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.