Francis Financial
DFUV icon

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

Francis Financial’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
Q3 		$1.68M Sell
30,545
-7
-0% -$393 0.26% 41
2026
Q2 		$1.68M Sell
30,552
-5,138
-14% -$270K 0.28% 41
2026
Q1 		$1.73M Sell
35,690
-6,663
-16% -$327K 0.32% 40
2025
Q4 		$1.97M Sell
42,353
-5,891
-12% -$267K 0.39% 39
2025
Q3 		$2.16M Sell
48,244
-2,935
-6% -$128K 0.38% 36
2025
Q2 		$2.16M Sell
51,179
-363
-0.7% -$14.6K 0.5% 35
2025
Q1 		$2.12M Sell
51,542
-303
-0.6% -$12.7K 0.52% 27
2024
Q4 		$2.12M Sell
51,845
-2,789
-5% -$118K 0.54% 29
2024
Q3 		$2.28M Sell
54,634
-2,247
-4% -$90.8K 0.6% 24
2024
Q2 		$2.23M Sell
56,881
-5,391
-9% -$213K 0.68% 21
2024
Q1 		$2.55M Sell
62,272
-7,123
-10% -$272K 0.82% 19
2023
Q4 		$2.58M Sell
69,395
-11,390
-14% -$392K 1.11% 14
2023
Q3 		$2.75M Sell
80,785
-18,500
-19% -$648K 1.43% 12
2023
Q2 		$3.43M Sell
99,285
-55,196
-36% -$1.84M 1.85% 11
2023
Q1 		$5.17M Sell
154,481
-23,374
-13% -$800K 3.5% 8
2022
Q4 		$5.95M Buy
177,855
+5,259
+3% +$175K 5.54% 5
2022
Q3 		$5.11M Buy
172,596
+735
+0.4% +$23.9K 5.22% 6
2022
Q2 		$5.62M Buy
+171,861
New +$5.72M 4.98% 7

Other funds holding DFUV

Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Francis Financial's DFUV Position: Q3 2026 in Review

Francis Financial reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.02% in Q3 2026, selling an estimated $393 and leaving 30,545 shares worth $1.68M. The position accounts for 0.26% of the portfolio, ranked #41.

Francis Financial first reported a position in DFUV in Q2 2022 and has held it in 18 quarters since. The position peaked at $5.95M in Q4 2022. 699 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • Francis Financial held 30,545 shares of Dimensional US Marketwide Value ETF worth $1.68M as of Q3 2026.
  • Francis Financial sold 7 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $393.
  • Dimensional US Marketwide Value ETF made up 0.26% of Francis Financial's portfolio in Q3 2026, its #41 holding.
  • Francis Financial first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 18 quarters since.
  • Francis Financial's Dimensional US Marketwide Value ETF position peaked at $5.95M in Q4 2022.
  • 699 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Francis Financial's 13F filing for Q3 2026, filed 9 Nov 2026.