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

Gradient Investments’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	$519K	Hold	9,427	–	–	0.01%	368
2026 Q1	$457K	Hold	9,427	–	–	0.01%	356
2025 Q4	$439K	Hold	9,427	–	–	0.01%	284
2025 Q3	$421K	Hold	9,427	–	–	0.01%	309
2025 Q2	$399K	Hold	9,427	–	–	0.01%	304
2025 Q1	$388K	Hold	9,427	–	–	0.01%	265
2024 Q4	$386K	Sell	9,427 -206	-2%	-$8.74K	0.01%	253
2024 Q3	$402K	Buy	9,633 +206	+2%	+$8.32K	0.01%	245
2024 Q2	$370K	Hold	9,427	–	–	0.01%	264
2024 Q1	$386K	Sell	9,427 -56	-0.6%	-$2.14K	0.01%	244
2023 Q4	$353K	Buy	9,483 +56	+0.6%	+$1.93K	0.01%	289
2023 Q3	$321K	Hold	9,427	–	–	0.01%	269
2023 Q2	$325K	Hold	9,427	–	–	0.01%	276
2023 Q1	$316K	Hold	9,427	–	–	0.01%	263
2022 Q4	$316K	Hold	9,427	–	–	0.01%	271
2022 Q3	$279K	Sell	9,427 -552	-6%	-$17.9K	0.01%	269
2022 Q2	$315K	Buy	+9,979	New	+$332K	0.01%	262

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 $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 Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

Gradient Investments's DFUV Position: Q2 2026 in Review

Gradient Investments held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 9,427 shares worth $519K. The position accounts for 0.01% of the portfolio, ranked #368.

Gradient Investments 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 Investments held 9,427 shares of Dimensional US Marketwide Value ETF worth $519K as of Q2 2026.
Gradient Investments left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.01% of Gradient Investments's portfolio in Q2 2026, its #368 holding.
Gradient Investments 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 Investments's 13F filing for Q2 2026, filed 8 Jul 2026.