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DFUV icon

Gilbert & Cook’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Gilbert & Cook’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 		$727K Hold
13,217
– – 0.08% 124
2026
Q1 		$640K Sell
13,217
-296
-2% -$14.5K 0.08% 125
2025
Q4 		$630K Sell
13,513
-1,395
-9% -$63.3K 0.08% 131
2025
Q3 		$666K Buy
+14,908
New +$649K 0.09% 114

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

Gilbert & Cook's DFUV Position: Q2 2026 in Review

Gilbert & Cook held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 13,217 shares worth $727K. The position accounts for 0.08% of the portfolio, ranked #124.

Gilbert & Cook first reported a position in DFUV in Q3 2025 and has held it in 4 quarters since. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Gilbert & Cook held 13,217 shares of Dimensional US Marketwide Value ETF worth $727K as of Q2 2026.
  • Gilbert & Cook left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.08% of Gilbert & Cook's portfolio in Q2 2026, its #124 holding.
  • Gilbert & Cook first reported a position in Dimensional US Marketwide Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Gilbert & Cook's 13F filing for Q2 2026, filed 28 Jul 2026.