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Gleason Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Gleason Group’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 		$34.6K Buy
629
+2
+0.3% +$105 ﹤0.01% 152
2026
Q1 		$30.4K Buy
627
+3
+0.5% +$147 ﹤0.01% 143
2025
Q4 		$29.1K Sell
624
-156
-20% -$7.08K ﹤0.01% 139
2025
Q3 		$34.9K Sell
780
-154
-16% -$6.71K ﹤0.01% 122
2025
Q2 		$39.5K Sell
934
-142
-13% -$5.7K ﹤0.01% 121
2025
Q1 		$44.4K Sell
1,076
-141
-12% -$5.92K 0.01% 115
2024
Q4 		$49.8K Buy
1,217
+5
+0.4% +$212 0.01% 113
2024
Q3 		$50.5K Buy
1,212
+5
+0.4% +$202 0.01% 115
2024
Q2 		$47.4K Sell
1,207
-24
-2% -$950 0.01% 124
2024
Q1 		$50.4K Buy
1,231
+4
+0.3% +$153 0.01% 115
2023
Q4 		$45.7K Hold
1,227
– – 0.01% 119
2023
Q3 		$41.7K Hold
1,227
– – 0.01% 125
2023
Q2 		$42.3K Hold
1,227
– – 0.01% 122
2023
Q1 		$41.1K Hold
1,227
– – 0.01% 121
2022
Q4 		$41.1K Hold
1,227
– – 0.01% 121
2022
Q3 		$36K Hold
1,227
– – 0.01% 125
2022
Q2 		$39K Buy
+1,227
New +$40.8K 0.01% 121

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 $103B AUM 28.65% 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 $77.5B AUM 27.94% 1-Year Est. Return

Gleason Group's DFUV Position: Q2 2026 in Review

Gleason Group increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.32% in Q2 2026, buying an estimated $105 and bringing the position to 629 shares worth $34.6K. The position accounts for ﹤0.01% of the portfolio, ranked #152.

Gleason Group first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. The position peaked at $50.5K in Q3 2024. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Gleason Group held 629 shares of Dimensional US Marketwide Value ETF worth $34.6K as of Q2 2026.
  • Gleason Group bought 2 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $105.
  • Dimensional US Marketwide Value ETF made up ﹤0.01% of Gleason Group's portfolio in Q2 2026, its #152 holding.
  • Gleason Group first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • Gleason Group's Dimensional US Marketwide Value ETF position peaked at $50.5K in Q3 2024.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.