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Gradient Capital Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Gradient Capital Advisors’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 		$6.87M Sell
124,809
-1,110
-0.9% -$58.3K 1.59% 18
2026
Q1 		$6.1M Sell
125,919
-4,530
-3% -$222K 1.58% 18
2025
Q4 		$6.08M Sell
130,449
-2,277
-2% -$103K 1.57% 21
2025
Q3 		$5.93M Sell
132,726
-887
-0.7% -$38.6K 1.59% 19
2025
Q2 		$5.65M Buy
133,613
+4,267
+3% +$171K 1.67% 17
2025
Q1 		$5.33M Buy
129,346
+695
+0.5% +$29.2K 1.74% 15
2024
Q4 		$5.26M Sell
128,651
-128
-0.1% -$5.43K 1.7% 16
2024
Q3 		$5.37M Sell
128,779
-786
-0.6% -$31.8K 1.78% 15
2024
Q2 		$5.09M Sell
129,565
-787
-0.6% -$31.1K 1.82% 14
2024
Q1 		$5.33M Buy
130,352
+379
+0.3% +$14.5K 1.96% 12
2023
Q4 		$4.84M Sell
129,973
-4,905
-4% -$169K 1.84% 14
2023
Q3 		$4.59M Buy
134,878
+486
+0.4% +$17K 1.92% 14
2023
Q2 		$4.64M Buy
134,392
+75
+0.1% +$2.51K 1.86% 14
2023
Q1 		$4.5M Buy
134,317
+6,107
+5% +$209K 1.91% 13
2022
Q4 		$4.29M Buy
128,210
+15,558
+14% +$517K 1.95% 12
2022
Q3 		$3.34M Buy
112,652
+35,831
+47% +$1.17M 1.59% 13
2022
Q2 		$2.43M Buy
+76,821
New +$2.56M 1.17% 25

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 28.19% 1-Year Est. Return

Gradient Capital Advisors's DFUV Position: Q2 2026 in Review

Gradient Capital Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.88% in Q2 2026, selling an estimated $58.3K and leaving 124,809 shares worth $6.87M. The position accounts for 1.59% of the portfolio, ranked #18.

Gradient Capital Advisors first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Gradient Capital Advisors held 124,809 shares of Dimensional US Marketwide Value ETF worth $6.87M as of Q2 2026.
  • Gradient Capital Advisors sold 1,110 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $58.3K.
  • Dimensional US Marketwide Value ETF made up 1.59% of Gradient Capital Advisors's portfolio in Q2 2026, its #18 holding.
  • Gradient Capital Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.