Freedom Investment Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Freedom Investment Management’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	$393K	Buy	7,148 +1,019	+17%	+$53.5K	0.11%	71
2026 Q1	$297K	Buy	6,129 +156	+3%	+$7.65K	0.09%	76
2025 Q4	$278K	Hold	5,973	–	–	0.08%	94
2025 Q3	$267K	Sell	5,973 -45,448	-88%	-$1.98M	0.07%	123
2025 Q2	$2.17M	Sell	51,421 -391	-0.8%	-$15.7K	0.17%	94
2025 Q1	$2.14M	Buy	51,812 +47	+0.1%	+$1.97K	0.18%	96
2024 Q4	$2.12M	Sell	51,765 -1,010	-2%	-$42.9K	0.18%	94
2024 Q3	$2.2M	Sell	52,775 -6,707	-11%	-$271K	0.18%	93
2024 Q2	$2.34M	Buy	59,482 +825	+1%	+$32.6K	0.19%	90
2024 Q1	$2.4M	Sell	58,657 -859	-1%	-$32.8K	0.19%	92
2023 Q4	$2.22M	Buy	+59,516	New	+$2.05M	0.18%	100

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

Freedom Investment Management's DFUV Position: Q2 2026 in Review

Freedom Investment Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 17% in Q2 2026, buying an estimated $53.5K and bringing the position to 7,148 shares worth $393K. The position accounts for 0.11% of the portfolio, ranked #71.

Freedom Investment Management first reported a position in DFUV in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.4M in Q1 2024. 803 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Freedom Investment Management held 7,148 shares of Dimensional US Marketwide Value ETF worth $393K as of Q2 2026.
Freedom Investment Management bought 1,019 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $53.5K.
Dimensional US Marketwide Value ETF made up 0.11% of Freedom Investment Management's portfolio in Q2 2026, its #71 holding.
Freedom Investment Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 11 quarters since.
Freedom Investment Management's Dimensional US Marketwide Value ETF position peaked at $2.4M in Q1 2024.
803 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Freedom Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.