GRP
DFUV icon

Global Retirement Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Global Retirement Partners’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 		$2.62M Buy
+47,615
New +$2.5M 0.04% 406
2025
Q4 		$2.22M Buy
47,608
+2,282
+5% +$104K 0.04% 405
2025
Q3 		$2.03M Sell
45,326
-563
-1% -$24.5K 0.05% 353
2025
Q2 		$1.94M Buy
+45,889
New +$1.84M 0.05% 348
2024
Q4 		$1.79M Buy
43,798
+2,804
+7% +$119K 0.05% 323
2024
Q3 		$1.71M Buy
40,994
+6
+0% +$242 0.05% 323
2024
Q2 		$1.61M Sell
40,988
-943
-2% -$37.3K 0.05% 311
2024
Q1 		$1.71M Buy
41,931
+955
+2% +$36.5K 0.06% 255
2023
Q4 		$1.49M Buy
40,976
+6
+0% +$207 0.06% 263
2023
Q3 		$1.36M Sell
40,970
-867
-2% -$30.4K 0.07% 257
2023
Q2 		$1.44M Buy
41,837
+8
+0% +$267 0.07% 250
2023
Q1 		$1.37M Buy
41,829
+462
+1% +$15.8K 0.07% 249
2022
Q4 		$1.38M Sell
41,367
-100
-0.2% -$3.32K 0.1% 212
2022
Q3 		$1.39M Sell
41,467
-1,231
-3% -$40K 0.11% 200
2022
Q2 		$1.35M Buy
+42,698
New +$1.42M 0.11% 198

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

Global Retirement Partners's DFUV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Dimensional US Marketwide Value ETF (DFUV) in Q2 2026: 47,615 shares worth $2.62M. The stake represents 0.04% of the portfolio and ranks #406 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in DFUV as recently as Q4 2025.

Global Retirement Partners first reported a position in DFUV in Q2 2022 and has held it in 15 quarters since. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Global Retirement Partners held 47,615 shares of Dimensional US Marketwide Value ETF worth $2.62M as of Q2 2026.
  • Dimensional US Marketwide Value ETF was a new Global Retirement Partners position in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.04% of Global Retirement Partners's portfolio in Q2 2026, its #406 holding.
  • Global Retirement Partners first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 15 quarters since.
  • 800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.