FF
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Frankly Finances’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Frankly Finances’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 		$14.8M Hold
268,240
– – 11.66% 1
2026
Q1 		$13M Buy
268,240
+2,410
+0.9% +$118K 11.76% 2
2025
Q4 		$12.4M Buy
+265,830
New +$12.1M 11.74% 2

Other funds holding DFUV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Frankly Finances's DFUV Position: Q2 2026 in Review

Frankly Finances held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 268,240 shares worth $14.8M. The position accounts for 11.66% of the portfolio, ranked #1.

Frankly Finances first reported a position in DFUV in Q4 2025 and has held it in 3 quarters since. 582 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Frankly Finances held 268,240 shares of Dimensional US Marketwide Value ETF worth $14.8M as of Q2 2026.
  • Frankly Finances left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 11.66% of Frankly Finances's portfolio in Q2 2026, its #1 holding.
  • Frankly Finances first reported a position in Dimensional US Marketwide Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 582 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Frankly Finances's 13F filing for Q2 2026, filed 13 Jul 2026.